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WealthPLAN Partners’s Cummins CMI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-281
Closed -$68.9K – 452
2023
Q2 		$68.9K Hold
281
– – 0.01% 453
2023
Q1 		$67.1K Buy
+281
New +$68.6K 0.01% 504
2017
Q2 		– Sell
-25
Closed -$3.75K – 225
2017
Q1 		$3.75K Buy
+25
New +$3.7K 0.01% 371
2016
Q3 		$14.1K Sell
111
-111
-50% -$13.5K ﹤0.01% 544
2016
Q2 		$12.4K Buy
+222
New +$25.1K ﹤0.01% 1646
2015
Q4 		$9.65K Buy
+220
New +$22K ﹤0.01% 1161
2015
Q2 		$7K Sell
54
-289
-84% -$39.7K ﹤0.01% 325
2015
Q1 		$47K Buy
+343
New +$48.3K 0.02% 247

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Geode Capital Management
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Fisher Asset Management
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Capital Research Global Investors
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Ameriprise
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return