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TFO Wealth Partners’s Cummins CMI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$884 – 200
2024
Q1 		$884 Sell
3
-3
-50% -$773 ﹤0.01% 178
2023
Q4 		$1.44K Sell
6
-102
-94% -$23.2K ﹤0.01% 160
2023
Q3 		$26.5K Buy
108
+3
+3% +$724 0.01% 127
2023
Q2 		$25.7K Buy
105
+102
+3,400% +$23.1K 0.01% 118
2023
Q1 		$717 Sell
3
-6
-67% -$1.47K ﹤0.01% 196
2022
Q4 		$1.2K Sell
9
-70
-89% -$16.7K ﹤0.01% 327
2022
Q3 		$16K Buy
79
+45
+132% +$9.57K ﹤0.01% 74
2022
Q2 		$7K Buy
+34
New +$6.8K ﹤0.01% 161

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's CMI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cummins (CMI) in Q2 2024, closing a stake of 3 shares — an estimated $884 sold.

TFO Wealth Partners first reported a position in CMI in Q2 2022 and held it in 8 quarters. The position peaked at $26.5K in Q3 2023. 1,389 funds tracked by Wall St. Rank hold CMI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cummins position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Cummins shares in Q2 2024, an estimated $884.
  • TFO Wealth Partners first reported a position in Cummins in Q2 2022 and held it in 8 quarters.
  • TFO Wealth Partners's Cummins position peaked at $26.5K in Q3 2023.
  • 1,389 funds tracked by Wall St. Rank held Cummins as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.