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Comprehensive Financial Consultants Institutional’s Costco COST Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-58
Closed -$30K – 205
2021
Q4 		$30K Buy
+58
New +$29.7K 0.02% 272

Other funds holding COST

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's COST Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Costco (COST) in Q1 2022, closing a stake of 58 shares — an estimated $30K sold.

Comprehensive Financial Consultants Institutional first reported a position in COST in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 2,857 funds tracked by Wall St. Rank hold COST as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Costco position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 58 Costco shares in Q1 2022, an estimated $30K.
  • Comprehensive Financial Consultants Institutional first reported a position in Costco in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Costco position peaked at $30K in Q4 2021.
  • 2,857 funds tracked by Wall St. Rank held Costco as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.