WCG Wealth Advisors’s Cummins CMI Stock Holding History

WCG 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
2022 Q4	–	Sell	-5,990	Closed	-$1.23M	–	175
2022 Q3	$1.23M	Buy	5,990 +428	+8%	+$91.1K	0.16%	107
2022 Q2	$1.08M	Buy	+5,562	New	+$1.11M	0.15%	112

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WCG Wealth Advisors's CMI Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Cummins (CMI) in Q4 2022, closing a stake of 5,990 shares — an estimated $1.23M sold.

WCG Wealth Advisors first reported a position in CMI in Q2 2022 and held it in 2 quarters. The position peaked at $1.23M in Q3 2022. 1,282 funds tracked by Wall St. Rank hold CMI as of Q4 2022.

WCG Wealth Advisors reported no remaining Cummins position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 5,990 Cummins shares in Q4 2022, an estimated $1.23M.
WCG Wealth Advisors first reported a position in Cummins in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's Cummins position peaked at $1.23M in Q3 2022.
1,282 funds tracked by Wall St. Rank held Cummins as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.