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Wipfli Financial Advisors’s Cummins CMI Stock Holding History

Wipfli Financial 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
2022
Q3 		$398K Buy
+1,958
New +$417K 0.03% 272

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wipfli Financial Advisors's CMI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cummins (CMI) in Q3 2022: 1,958 shares worth $398K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings.

1,206 funds tracked by Wall St. Rank hold CMI as of Q3 2022.

  • Wipfli Financial Advisors held 1,958 shares of Cummins worth $398K as of Q3 2022.
  • Cummins was a new Wipfli Financial Advisors position in Q3 2022.
  • Cummins made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #272 holding.
  • 1,206 funds tracked by Wall St. Rank held Cummins as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.