Simplicity Wealth’s CMS Energy CMS Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-9,471	Closed	-$564K	–	621
2024 Q2	$564K	Sell	9,471 -367	-4%	-$22.2K	0.01%	706
2024 Q1	$594K	Buy	+9,838	New	+$570K	0.01%	672

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 $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Simplicity Wealth's CMS Position: Q3 2024 in Review

Simplicity Wealth sold out of CMS Energy (CMS) in Q3 2024, closing a stake of 9,471 shares — an estimated $564K sold.

Simplicity Wealth first reported a position in CMS in Q1 2024 and held it in 2 quarters. The position peaked at $594K in Q1 2024. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.

Simplicity Wealth reported no remaining CMS Energy position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 9,471 CMS Energy shares in Q3 2024, an estimated $564K.
Simplicity Wealth first reported a position in CMS Energy in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's CMS Energy position peaked at $594K in Q1 2024.
708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.