RGT Wealth Advisors’s CMS Energy CMS Stock Holding History

RGT Wealth 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
2022 Q1	–	Sell	-1,279	Closed	-$83K	–	154
2021 Q4	$83K	Buy	+1,279	New	+$78.5K	0.01%	118

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

RGT Wealth Advisors's CMS Position: Q1 2022 in Review

RGT Wealth Advisors sold out of CMS Energy (CMS) in Q1 2022, closing a stake of 1,279 shares — an estimated $83K sold.

RGT Wealth Advisors first reported a position in CMS in Q4 2021 and held it in 1 quarter. The position peaked at $83K in Q4 2021. 636 funds tracked by Wall St. Rank hold CMS as of Q1 2022.

RGT Wealth Advisors reported no remaining CMS Energy position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 1,279 CMS Energy shares in Q1 2022, an estimated $83K.
RGT Wealth Advisors first reported a position in CMS Energy in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's CMS Energy position peaked at $83K in Q4 2021.
636 funds tracked by Wall St. Rank held CMS Energy as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.