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Consolidated Planning Corp’s Sun Life Financial SLF Stock Holding History

Consolidated Planning Corp’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,227
Closed -$63K – 381
2021
Q3 		$63K Buy
+1,227
New +$63.1K 0.04% 147

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

Consolidated Planning Corp sold out of Sun Life Financial (SLF) in Q4 2021, closing a stake of 1,227 shares — an estimated $63K sold.

Consolidated Planning Corp first reported a position in SLF in Q3 2021 and held it in 1 quarter. The position peaked at $63K in Q3 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Sun Life Financial position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,227 Sun Life Financial shares in Q4 2021, an estimated $63K.
  • Consolidated Planning Corp first reported a position in Sun Life Financial in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Sun Life Financial position peaked at $63K in Q3 2021.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2021.

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