SOA Wealth Advisors’s CMS Energy CMS Stock Holding History

SOA 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	-51	Closed	-$3K	–	840
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	744
2021 Q4	$3K	Hold	51	–	–	﹤0.01%	718
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	737
2021 Q2	$3K	Buy	51 +47	+1,175%	+$2.92K	﹤0.01%	718
2021 Q1	$0	Sell	4 -21	-84%	-$1.21K	﹤0.01%	819
2020 Q4	$1K	Buy	+25	New	+$1.56K	﹤0.01%	730

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's CMS Position: Q2 2022 in Review

SOA Wealth Advisors sold out of CMS Energy (CMS) in Q2 2022, closing a stake of 51 shares — an estimated $3K sold.

SOA Wealth Advisors first reported a position in CMS in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 626 funds tracked by Wall St. Rank hold CMS as of Q2 2022.

SOA Wealth Advisors reported no remaining CMS Energy position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 51 CMS Energy shares in Q2 2022, an estimated $3K.
SOA Wealth Advisors first reported a position in CMS Energy in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's CMS Energy position peaked at $3K in Q1 2022.
626 funds tracked by Wall St. Rank held CMS Energy as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.