CPC
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Consolidated Planning Corp’s Agilent Technologies A Stock Holding History

Consolidated Planning Corp’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,592
Closed -$385K – 198
2024
Q3 		$385K Buy
2,592
+523
+25% +$71.6K 0.06% 141
2024
Q2 		$268K Buy
+2,069
New +$289K 0.04% 155

Other funds holding A

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Consolidated Planning Corp's A Position: Q4 2024 in Review

Consolidated Planning Corp sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 2,592 shares — an estimated $385K sold.

Consolidated Planning Corp first reported a position in A in Q2 2024 and held it in 2 quarters. The position peaked at $385K in Q3 2024. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • Consolidated Planning Corp reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,592 Agilent Technologies shares in Q4 2024, an estimated $385K.
  • Consolidated Planning Corp first reported a position in Agilent Technologies in Q2 2024 and held it in 2 quarters.
  • Consolidated Planning Corp's Agilent Technologies position peaked at $385K in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on Consolidated Planning Corp's 13F filing for Q4 2024, filed 29 Jan 2025.