CPC
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Consolidated Planning Corp’s Nasdaq NDAQ Stock Holding History

Consolidated Planning Corp’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,444
Closed -$653K – 208
2024
Q4 		$653K Buy
+8,444
New +$653K 0.09% 119
2024
Q3 		– Sell
-4,909
Closed -$296K – 211
2024
Q2 		$296K Buy
+4,909
New +$297K 0.05% 142
2021
Q4 		– Sell
-93
Closed -$6K – 313
2021
Q3 		$6K Buy
+93
New +$5.85K ﹤0.01% 349

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Consolidated Planning Corp's NDAQ Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Nasdaq (NDAQ) in Q1 2025, closing a stake of 8,444 shares — an estimated $653K sold.

Consolidated Planning Corp first reported a position in NDAQ in Q3 2021 and held it in 3 quarters. The position peaked at $653K in Q4 2024. 935 funds tracked by Wall St. Rank hold NDAQ as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Nasdaq position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 8,444 Nasdaq shares in Q1 2025, an estimated $653K.
  • Consolidated Planning Corp first reported a position in Nasdaq in Q3 2021 and held it in 3 quarters.
  • Consolidated Planning Corp's Nasdaq position peaked at $653K in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Nasdaq as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.