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Ten Capital Wealth Advisors’s Cummins CMI Stock Holding History

Ten Capital Wealth 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
Q2 		$218K Buy
893
+604
+209% +$137K 0.06% 121
2023
Q1 		$69K Buy
289
+115
+66% +$28.1K 0.02% 195
2022
Q4 		$42.2K Hold
174
– – 0.02% 182
2022
Q3 		$35K Buy
+174
New +$37K 0.02% 179

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ten Capital Wealth Advisors's CMI Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Cummins (CMI) stake by 209% in Q2 2023, buying an estimated $137K and bringing the position to 893 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #121.

Ten Capital Wealth Advisors first reported a position in CMI in Q3 2022 and has held it in 4 quarters since. 1,268 funds tracked by Wall St. Rank hold CMI as of Q2 2023.

  • Ten Capital Wealth Advisors held 893 shares of Cummins worth $218K as of Q2 2023.
  • Ten Capital Wealth Advisors bought 604 Cummins shares in Q2 2023, an estimated $137K.
  • Cummins made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #121 holding.
  • Ten Capital Wealth Advisors first reported a position in Cummins in Q3 2022 and has held it in 4 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Cummins as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.