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Redwood Wealth Management Group’s CMS Energy CMS Stock Holding History

Redwood Wealth Management Group’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-91
Closed -$5.42K – 347
2024
Q2 		$5.42K Buy
+91
New +$5.51K ﹤0.01% 724

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Redwood Wealth Management Group's CMS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 91 shares — an estimated $5.42K sold.

Redwood Wealth Management Group first reported a position in CMS in Q2 2024 and held it in 1 quarter. The position peaked at $5.42K in Q2 2024. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 91 CMS Energy shares in Q3 2024, an estimated $5.42K.
  • Redwood Wealth Management Group first reported a position in CMS Energy in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's CMS Energy position peaked at $5.42K in Q2 2024.
  • 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.