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Consolidated Planning Corp’s Marsh MRSH Stock Holding History

Consolidated Planning Corp’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-777
Closed -$118K – 300
2021
Q3 		$118K Buy
+777
New +$118K 0.08% 89

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Marsh (MRSH) in Q4 2021, closing a stake of 777 shares — an estimated $118K sold.

Consolidated Planning Corp first reported a position in MRSH in Q3 2021 and held it in 1 quarter. The position peaked at $118K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold MRSH as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Marsh position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 777 Marsh shares in Q4 2021, an estimated $118K.
  • Consolidated Planning Corp first reported a position in Marsh in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Marsh position peaked at $118K in Q3 2021.
  • 1,167 funds tracked by Wall St. Rank held Marsh as of Q4 2021.

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