CPC
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Consolidated Planning Corp’s Shopify SHOP Stock Holding History

Consolidated Planning Corp’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10
Closed -$1K – 378
2021
Q3 		$1K Buy
+10
New +$1.5K ﹤0.01% 438

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Shopify (SHOP) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Consolidated Planning Corp first reported a position in SHOP in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 1,350 funds tracked by Wall St. Rank hold SHOP as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Shopify position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 10 Shopify shares in Q4 2021, an estimated $1K.
  • Consolidated Planning Corp first reported a position in Shopify in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Shopify position peaked at $1K in Q3 2021.
  • 1,350 funds tracked by Wall St. Rank held Shopify as of Q4 2021.

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