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Snowden Capital Advisors’s CMS Energy CMS Stock Holding History

Snowden Capital 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
2024
Q1 		– Sell
-3,861
Closed -$224K – 1178
2023
Q4 		$224K Sell
3,861
-826
-18% -$46.1K 0.01% 1040
2023
Q3 		$249K Buy
+4,687
New +$271K 0.01% 921
2022
Q1 		– Sell
-56
Closed -$3K – 1236
2021
Q4 		$3K Buy
+56
New +$3.44K ﹤0.01% 1788

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Snowden Capital Advisors's CMS Position: Q1 2024 in Review

Snowden Capital Advisors sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 3,861 shares — an estimated $224K sold.

Snowden Capital Advisors first reported a position in CMS in Q4 2021 and held it in 3 quarters. The position peaked at $249K in Q3 2023. 664 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • Snowden Capital Advisors reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 3,861 CMS Energy shares in Q1 2024, an estimated $224K.
  • Snowden Capital Advisors first reported a position in CMS Energy in Q4 2021 and held it in 3 quarters.
  • Snowden Capital Advisors's CMS Energy position peaked at $249K in Q3 2023.
  • 664 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Snowden Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.