Wealthcare Advisory Partners’s CMS Energy CMS Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-261	Closed	-$16K	–	786
2021 Q1	$16K	Buy	+261	New	+$15K	﹤0.01%	1282
2020 Q2	–	Sell	-242	Closed	-$14K	–	498
2020 Q1	$14K	Buy	242 +16	+7%	+$1.02K	﹤0.01%	818
2019 Q4	$14K	Hold	226	–	–	﹤0.01%	853
2019 Q3	$14K	Hold	226	–	–	﹤0.01%	841
2019 Q2	$13K	Hold	226	–	–	﹤0.01%	838
2019 Q1	$13K	Hold	226	–	–	﹤0.01%	751
2018 Q4	$11K	Hold	226	–	–	﹤0.01%	764
2018 Q3	$11K	Hold	226	–	–	﹤0.01%	811
2018 Q2	$11K	Hold	226	–	–	﹤0.01%	797
2018 Q1	$10K	Hold	226	–	–	﹤0.01%	724
2017 Q4	$11K	Hold	226	–	–	﹤0.01%	654
2017 Q3	$10K	Buy	+226	New	+$10.7K	﹤0.01%	538

Other funds holding CMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Advisory Partners's CMS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 261 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in CMS in Q3 2017 and held it in 12 quarters. The position peaked at $16K in Q1 2021. 575 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 261 CMS Energy shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in CMS Energy in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's CMS Energy position peaked at $16K in Q1 2021.
575 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.