WealthShield Partners’s CMS Energy CMS Stock Holding History

WealthShield 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	-293	Closed	-$18K	–	833
2021 Q1	$18K	Buy	+293	New	+$16.8K	﹤0.01%	682

Other funds holding CMS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return

WealthShield Partners's CMS Position: Q2 2021 in Review

WealthShield Partners sold out of CMS Energy (CMS) in Q2 2021, closing a stake of 293 shares — an estimated $18K sold.

WealthShield Partners first reported a position in CMS in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2021.

WealthShield Partners reported no remaining CMS Energy position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 293 CMS Energy shares in Q2 2021, an estimated $18K.
WealthShield Partners first reported a position in CMS Energy in Q1 2021 and held it in 1 quarter.
WealthShield Partners's CMS Energy position peaked at $18K in Q1 2021.
574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.