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Consolidated Planning Corp’s iShares Global Industrials ETF EXI Stock Holding History

Consolidated Planning Corp’s Portfolio EXI Stock Details EXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-188
Closed -$22K – 190
2021
Q3 		$22K Buy
+188
New +$22.9K 0.01% 239

Other funds holding EXI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

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

Consolidated Planning Corp sold out of iShares Global Industrials ETF (EXI) in Q4 2021, closing a stake of 188 shares — an estimated $22K sold.

Consolidated Planning Corp first reported a position in EXI in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 67 funds tracked by Wall St. Rank hold EXI as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares Global Industrials ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 188 iShares Global Industrials ETF shares in Q4 2021, an estimated $22K.
  • Consolidated Planning Corp first reported a position in iShares Global Industrials ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares Global Industrials ETF position peaked at $22K in Q3 2021.
  • 67 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q4 2021.

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