Consolidated Planning Corp’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7	Closed	-$2K	–	303
2021 Q3	$2K	Buy	+7	New	+$1.84K	﹤0.01%	410

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Morningstar (MORN) in Q4 2021, closing a stake of 7 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in MORN in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 341 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

Consolidated Planning Corp reported no remaining Morningstar position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 7 Morningstar shares in Q4 2021, an estimated $2K.
Consolidated Planning Corp first reported a position in Morningstar in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Morningstar position peaked at $2K in Q3 2021.
341 funds tracked by Wall St. Rank held Morningstar as of Q4 2021.

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