Consolidated Planning Corp’s ConocoPhillips COP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1	Closed	–	–	139
2021 Q3	$0	Buy	+1	New	+$58	﹤0.01%	455

Other funds holding COP

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Consolidated Planning Corp sold out of ConocoPhillips (COP) in Q4 2021, closing a stake of 1 share.

Consolidated Planning Corp first reported a position in COP in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 1,788 funds tracked by Wall St. Rank hold COP as of Q4 2021.

Consolidated Planning Corp reported no remaining ConocoPhillips position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 1 ConocoPhillips share in Q4 2021.
Consolidated Planning Corp first reported a position in ConocoPhillips in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's ConocoPhillips position peaked at $0 in Q3 2021.
1,788 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2021.

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