SeaCrest Wealth Management’s CMS Energy CMS Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,037	Closed	-$70K	–	790
2022 Q2	$70K	Buy	+1,037	New	+$71.6K	0.01%	991
2019 Q2	–	Sell	-366	Closed	-$20K	–	756
2019 Q1	$20K	Hold	366	–	–	﹤0.01%	1281
2018 Q4	$18K	Buy	366 +23	+7%	+$1.16K	﹤0.01%	1271
2018 Q3	$17K	Buy	343 +69	+25%	+$3.36K	﹤0.01%	1441
2018 Q2	$13K	Buy	274 +96	+54%	+$4.34K	﹤0.01%	1504
2018 Q1	$8K	Hold	178	–	–	﹤0.01%	1652
2017 Q4	$8K	Buy	+178	New	+$8.62K	﹤0.01%	1667

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

PAMS

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

SeaCrest Wealth Management's CMS Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of CMS Energy (CMS) in Q3 2022, closing a stake of 1,037 shares — an estimated $70K sold.

SeaCrest Wealth Management first reported a position in CMS in Q4 2017 and held it in 7 quarters. The position peaked at $70K in Q2 2022. 628 funds tracked by Wall St. Rank hold CMS as of Q3 2022.

SeaCrest Wealth Management reported no remaining CMS Energy position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,037 CMS Energy shares in Q3 2022, an estimated $70K.
SeaCrest Wealth Management first reported a position in CMS Energy in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's CMS Energy position peaked at $70K in Q2 2022.
628 funds tracked by Wall St. Rank held CMS Energy as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.