CPC
BC icon

Consolidated Planning Corp’s Brunswick BC Stock Holding History

Consolidated Planning Corp’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,891
Closed -$210K – 201
2024
Q2 		$210K Buy
+2,891
New +$236K 0.03% 179

Other funds holding BC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consolidated Planning Corp's BC Position: Q3 2024 in Review

Consolidated Planning Corp sold out of Brunswick (BC) in Q3 2024, closing a stake of 2,891 shares — an estimated $210K sold.

Consolidated Planning Corp first reported a position in BC in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 381 funds tracked by Wall St. Rank hold BC as of Q3 2024.

  • Consolidated Planning Corp reported no remaining Brunswick position as of Q3 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,891 Brunswick shares in Q3 2024, an estimated $210K.
  • Consolidated Planning Corp first reported a position in Brunswick in Q2 2024 and held it in 1 quarter.
  • Consolidated Planning Corp's Brunswick position peaked at $210K in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Brunswick as of Q3 2024.

Based on Consolidated Planning Corp's 13F filing for Q3 2024, filed 31 Oct 2024.