Resolute Advisors’s CMS Energy CMS Stock Holding History

Resolute Advisors’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
2021 Q4	–	Sell	-31	Closed	-$2K	–	255
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	504
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	475
2021 Q1	$2K	Buy	+31	New	+$1.78K	﹤0.01%	422

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resolute Advisors's CMS Position: Q4 2021 in Review

Resolute Advisors sold out of CMS Energy (CMS) in Q4 2021, closing a stake of 31 shares — an estimated $2K sold.

Resolute Advisors first reported a position in CMS in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 583 funds tracked by Wall St. Rank hold CMS as of Q4 2021.

Resolute Advisors reported no remaining CMS Energy position as of Q4 2021 after selling out during the quarter.
Resolute Advisors sold 31 CMS Energy shares in Q4 2021, an estimated $2K.
Resolute Advisors first reported a position in CMS Energy in Q1 2021 and held it in 3 quarters.
Resolute Advisors's CMS Energy position peaked at $2K in Q3 2021.
583 funds tracked by Wall St. Rank held CMS Energy as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.