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Wetzel Investment Advisors’s Cummins CMI Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-48
Closed -$14.1K – 254
2024
Q2 		$14.1K Hold
48
– – 0.01% 403
2024
Q1 		$14K Hold
48
– – 0.01% 448
2023
Q4 		$11K Buy
+48
New +$10.9K 0.01% 496

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Wetzel Investment Advisors's CMI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Cummins (CMI) in Q3 2024, closing a stake of 48 shares — an estimated $14.1K sold.

Wetzel Investment Advisors first reported a position in CMI in Q4 2023 and held it in 3 quarters. The position peaked at $14.1K in Q2 2024. 1,427 funds tracked by Wall St. Rank hold CMI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Cummins position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 48 Cummins shares in Q3 2024, an estimated $14.1K.
  • Wetzel Investment Advisors first reported a position in Cummins in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Cummins position peaked at $14.1K in Q2 2024.
  • 1,427 funds tracked by Wall St. Rank held Cummins as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.