Consolidated Planning Corp’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-205	Closed	-$14K	–	120
2021 Q3	$14K	Buy	+205	New	+$14.3K	0.01%	278

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Citigroup (C) in Q4 2021, closing a stake of 205 shares — an estimated $14K sold.

Consolidated Planning Corp first reported a position in C in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

Consolidated Planning Corp reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 205 Citigroup shares in Q4 2021, an estimated $14K.
Consolidated Planning Corp first reported a position in Citigroup in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Citigroup position peaked at $14K in Q3 2021.
1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

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