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Spartan Planning & Wealth Management’s Cummins CMI Stock Holding History

Spartan Planning & Wealth Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1
Closed – – 83
2022
Q2 		$0 Hold
1
– – ﹤0.01% 103
2022
Q1 		$0 Buy
+1
New +$216 ﹤0.01% 134

Other funds holding CMI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spartan Planning & Wealth Management's CMI Position: Q3 2022 in Review

Spartan Planning & Wealth Management sold out of Cummins (CMI) in Q3 2022, closing a stake of 1 share.

Spartan Planning & Wealth Management first reported a position in CMI in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 1,207 funds tracked by Wall St. Rank hold CMI as of Q3 2022.

  • Spartan Planning & Wealth Management reported no remaining Cummins position as of Q3 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 1 Cummins share in Q3 2022.
  • Spartan Planning & Wealth Management first reported a position in Cummins in Q1 2022 and held it in 2 quarters.
  • Spartan Planning & Wealth Management's Cummins position peaked at $0 in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held Cummins as of Q3 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.