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Reston Wealth Management’s Cummins CMI Stock Holding History

Reston Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$971 – 137
2024
Q3 		$971 Buy
+3
New +$889 ﹤0.01% 391

Other funds holding CMI

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reston Wealth Management's CMI Position: Q4 2024 in Review

Reston Wealth Management sold out of Cummins (CMI) in Q4 2024, closing a stake of 3 shares — an estimated $971 sold.

Reston Wealth Management first reported a position in CMI in Q3 2024 and held it in 1 quarter. The position peaked at $971 in Q3 2024. 1,552 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Reston Wealth Management reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 3 Cummins shares in Q4 2024, an estimated $971.
  • Reston Wealth Management first reported a position in Cummins in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Cummins position peaked at $971 in Q3 2024.
  • 1,552 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.