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Teamwork Financial Advisors’s Cummins CMI Stock Holding History

Teamwork Financial Advisors’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
2023
Q1 		– Sell
-1,068
Closed -$259K – 190
2022
Q4 		$259K Sell
1,068
-1,412
-57% -$336K 0.05% 168
2022
Q3 		$505K Sell
2,480
-115
-4% -$24.5K 0.11% 113
2022
Q2 		$502K Sell
2,595
-13,194
-84% -$2.64M 0.11% 132
2022
Q1 		$3.24M Buy
+15,789
New +$3.41M 0.6% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Teamwork Financial Advisors's CMI Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of Cummins (CMI) in Q1 2023, closing a stake of 1,068 shares — an estimated $259K sold.

Teamwork Financial Advisors first reported a position in CMI in Q1 2022 and held it in 4 quarters. The position peaked at $3.24M in Q1 2022. 1,270 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

  • Teamwork Financial Advisors reported no remaining Cummins position as of Q1 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,068 Cummins shares in Q1 2023, an estimated $259K.
  • Teamwork Financial Advisors first reported a position in Cummins in Q1 2022 and held it in 4 quarters.
  • Teamwork Financial Advisors's Cummins position peaked at $3.24M in Q1 2022.
  • 1,270 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.