Consolidated Planning Corp’s Broadridge BR Stock Holding History

Consolidated Planning Corp’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-121	Closed	-$20K	–	114
2021 Q3	$20K	Buy	+121	New	+$20.6K	0.01%	246

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Broadridge (BR) in Q4 2021, closing a stake of 121 shares — an estimated $20K sold.

Consolidated Planning Corp first reported a position in BR in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 819 funds tracked by Wall St. Rank hold BR as of Q4 2021.

Consolidated Planning Corp reported no remaining Broadridge position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 121 Broadridge shares in Q4 2021, an estimated $20K.
Consolidated Planning Corp first reported a position in Broadridge in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Broadridge position peaked at $20K in Q3 2021.
819 funds tracked by Wall St. Rank held Broadridge as of Q4 2021.

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