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Wealthcare Capital Management’s Cummins CMI Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-22
Closed -$6K – 184
2021
Q1 		$6K Buy
+22
New +$5.5K ﹤0.01% 338
2020
Q1 		– Sell
-14
Closed -$3K – 326
2019
Q4 		$3K Buy
+14
New +$2.46K ﹤0.01% 347
2015
Q2 		– Sell
-17
Closed -$2K – 477
2015
Q1 		$2K Buy
+17
New +$2.4K ﹤0.01% 800
2014
Q4 		– Sell
-71
Closed -$9K – 207
2014
Q3 		$9K Buy
+71
New +$10.2K ﹤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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Capital Management's CMI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Cummins (CMI) in Q2 2021, closing a stake of 22 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in CMI in Q3 2014 and held it in 4 quarters. The position peaked at $9K in Q3 2014. 1,224 funds tracked by Wall St. Rank hold CMI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Cummins position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 22 Cummins shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Cummins in Q3 2014 and held it in 4 quarters.
  • Wealthcare Capital Management's Cummins position peaked at $9K in Q3 2014.
  • 1,224 funds tracked by Wall St. Rank held Cummins as of Q2 2021.

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