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Tyler-Stone Wealth Management’s Cummins CMI Stock Holding History

Tyler-Stone 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
2023
Q4 		– Sell
-122
Closed -$28K – 960
2023
Q3 		$28K Hold
122
– – 0.02% 427
2023
Q2 		$30K Buy
+122
New +$27.6K 0.02% 419
2022
Q4 		$30K Hold
122
– – 0.02% 388
2022
Q3 		$25K Hold
122
– – 0.02% 397
2022
Q2 		$24K Hold
122
– – 0.02% 419
2022
Q1 		$25K Buy
+122
New +$26.4K 0.01% 438

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tyler-Stone Wealth Management's CMI Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Cummins (CMI) in Q4 2023, closing a stake of 122 shares — an estimated $28K sold.

Tyler-Stone Wealth Management first reported a position in CMI in Q1 2022 and held it in 6 quarters. The position peaked at $30K in Q2 2023. 1,365 funds tracked by Wall St. Rank hold CMI as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining Cummins position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 122 Cummins shares in Q4 2023, an estimated $28K.
  • Tyler-Stone Wealth Management first reported a position in Cummins in Q1 2022 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's Cummins position peaked at $30K in Q2 2023.
  • 1,365 funds tracked by Wall St. Rank held Cummins as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.