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Consolidated Planning Corp’s Reliance Steel & Aluminium RS Stock Holding History

Consolidated Planning Corp’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-752
Closed -$215K – 217
2024
Q2 		$215K Buy
752
+50
+7% +$15.1K 0.04% 177
2024
Q1 		$235K Sell
702
-46
-6% -$14K 0.04% 171
2023
Q4 		$209K Buy
+748
New +$199K 0.04% 164

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Consolidated Planning Corp's RS Position: Q3 2024 in Review

Consolidated Planning Corp sold out of Reliance Steel & Aluminium (RS) in Q3 2024, closing a stake of 752 shares — an estimated $215K sold.

Consolidated Planning Corp first reported a position in RS in Q4 2023 and held it in 3 quarters. The position peaked at $235K in Q1 2024. 588 funds tracked by Wall St. Rank hold RS as of Q3 2024.

  • Consolidated Planning Corp reported no remaining Reliance Steel & Aluminium position as of Q3 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 752 Reliance Steel & Aluminium shares in Q3 2024, an estimated $215K.
  • Consolidated Planning Corp first reported a position in Reliance Steel & Aluminium in Q4 2023 and held it in 3 quarters.
  • Consolidated Planning Corp's Reliance Steel & Aluminium position peaked at $235K in Q1 2024.
  • 588 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2024.

Based on Consolidated Planning Corp's 13F filing for Q3 2024, filed 31 Oct 2024.