CFFP
POST icon

Center for Financial Planning’s Post Holdings POST Stock Holding History

Center for Financial Planning’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-46
Closed -$3K – 532
2021
Q1 		$3K Hold
46
– – ﹤0.01% 478
2020
Q4 		$3K Hold
46
– – ﹤0.01% 423
2020
Q3 		$3K Hold
46
– – ﹤0.01% 393
2020
Q2 		$3K Sell
46
-110
-71% -$6.4K ﹤0.01% 398
2020
Q1 		$8K Buy
156
+110
+239% +$7.15K ﹤0.01% 365
2019
Q4 		$3K Buy
+46
New +$3.15K ﹤0.01% 412

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Center for Financial Planning's POST Position: Q2 2021 in Review

Center for Financial Planning sold out of Post Holdings (POST) in Q2 2021, closing a stake of 46 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in POST in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q1 2020. 325 funds tracked by Wall St. Rank hold POST as of Q2 2021.

  • Center for Financial Planning reported no remaining Post Holdings position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 46 Post Holdings shares in Q2 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in Post Holdings in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Post Holdings position peaked at $8K in Q1 2020.
  • 325 funds tracked by Wall St. Rank held Post Holdings as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.