CPC
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Consolidated Planning Corp’s Ametek AME Stock Holding History

Consolidated Planning Corp’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-303
Closed -$38K – 83
2021
Q3 		$38K Buy
+303
New +$40.7K 0.02% 184

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Consolidated Planning Corp's AME Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Ametek (AME) in Q4 2021, closing a stake of 303 shares — an estimated $38K sold.

Consolidated Planning Corp first reported a position in AME in Q3 2021 and held it in 1 quarter. The position peaked at $38K in Q3 2021. 771 funds tracked by Wall St. Rank hold AME as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Ametek position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 303 Ametek shares in Q4 2021, an estimated $38K.
  • Consolidated Planning Corp first reported a position in Ametek in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Ametek position peaked at $38K in Q3 2021.
  • 771 funds tracked by Wall St. Rank held Ametek as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.