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Tradition Wealth Management’s CMS Energy CMS Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-63
Closed -$4K – 529
2023
Q4 		$4K Buy
63
+10
+19% +$558 ﹤0.01% 1171
2023
Q3 		$3K Sell
53
-5
-9% -$290 ﹤0.01% 1286
2023
Q2 		$3K Sell
58
-5
-8% -$302 ﹤0.01% 1318
2023
Q1 		$4K Buy
+63
New +$3.87K ﹤0.01% 1193

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tradition Wealth Management's CMS Position: Q1 2024 in Review

Tradition Wealth Management sold out of CMS Energy (CMS) in Q1 2024, closing a stake of 63 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in CMS in Q1 2023 and held it in 4 quarters. The position peaked at $4K in Q4 2023. 664 funds tracked by Wall St. Rank hold CMS as of Q1 2024.

  • Tradition Wealth Management reported no remaining CMS Energy position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 63 CMS Energy shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in CMS Energy in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's CMS Energy position peaked at $4K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held CMS Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.