CFFP
ATVI

Center for Financial Planning’s Activision Blizzard ATVI Stock Holding History

Center for Financial Planning’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-97
Closed -$9.08K – 537
2023
Q3 		$9.08K Sell
97
-161
-62% -$14.7K ﹤0.01% 367
2023
Q2 		$21.8K Hold
258
– – ﹤0.01% 311
2023
Q1 		$22.1K Hold
258
– – 0.01% 288
2022
Q4 		$19.8K Buy
258
+161
+166% +$12K ﹤0.01% 290
2022
Q3 		$7K Hold
97
– – ﹤0.01% 398
2022
Q2 		$8K Hold
97
– – ﹤0.01% 390
2022
Q1 		$8K Hold
97
– – ﹤0.01% 403
2021
Q4 		$6K Hold
97
– – ﹤0.01% 427
2021
Q3 		$8K Hold
97
– – ﹤0.01% 389
2021
Q2 		$9K Hold
97
– – ﹤0.01% 382
2021
Q1 		$9K Hold
97
– – ﹤0.01% 404
2020
Q4 		$9K Hold
97
– – ﹤0.01% 353
2020
Q3 		$8K Hold
97
– – ﹤0.01% 332
2020
Q2 		$7K Hold
97
– – ﹤0.01% 344
2020
Q1 		$6K Hold
97
– – ﹤0.01% 403
2019
Q4 		$6K Buy
+97
New +$5.37K ﹤0.01% 361

Other funds holding ATVI

BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.76B AUM 40.73% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Center for Financial Planning's ATVI Position: Q4 2023 in Review

Center for Financial Planning sold out of Activision Blizzard (ATVI) in Q4 2023, closing a stake of 97 shares — an estimated $9.08K sold.

Center for Financial Planning first reported a position in ATVI in Q4 2019 and held it in 16 quarters. The position peaked at $22.1K in Q1 2023. 12 funds tracked by Wall St. Rank hold ATVI as of Q4 2023.

  • Center for Financial Planning reported no remaining Activision Blizzard position as of Q4 2023 after selling out during the quarter.
  • Center for Financial Planning sold 97 Activision Blizzard shares in Q4 2023, an estimated $9.08K.
  • Center for Financial Planning first reported a position in Activision Blizzard in Q4 2019 and held it in 16 quarters.
  • Center for Financial Planning's Activision Blizzard position peaked at $22.1K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Activision Blizzard as of Q4 2023.

Based on Center for Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.