SLWA
CMS icon

San Luis Wealth Advisors’s CMS Energy CMS Stock Holding History

San Luis 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
Q2 		– Sell
-8,007
Closed -$521K – 138
2022
Q1 		$521K Buy
+8,007
New +$519K 0.25% 82
2021
Q4 		– Sell
-15,800
Closed -$944K – 97
2021
Q3 		$944K Buy
+15,800
New +$986K 0.53% 55

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

San Luis Wealth Advisors's CMS Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 8,007 shares — an estimated $521K sold.

San Luis Wealth Advisors first reported a position in CMS in Q3 2021 and held it in 2 quarters. The position peaked at $944K in Q3 2021. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 8,007 CMS Energy shares in Q2 2022, an estimated $521K.
  • San Luis Wealth Advisors first reported a position in CMS Energy in Q3 2021 and held it in 2 quarters.
  • San Luis Wealth Advisors's CMS Energy position peaked at $944K in Q3 2021.
  • 626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.