CPC
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Consolidated Planning Corp’s Thomson Reuters TRI Stock Holding History

Consolidated Planning Corp’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-418
Closed -$49K – 407
2021
Q3 		$49K Buy
+418
New +$48.7K 0.03% 169

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Fidelity Investments
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Thomson Reuters (TRI) in Q4 2021, closing a stake of 418 shares — an estimated $49K sold.

Consolidated Planning Corp first reported a position in TRI in Q3 2021 and held it in 1 quarter. The position peaked at $49K in Q3 2021. 398 funds tracked by Wall St. Rank hold TRI as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Thomson Reuters position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 418 Thomson Reuters shares in Q4 2021, an estimated $49K.
  • Consolidated Planning Corp first reported a position in Thomson Reuters in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Thomson Reuters position peaked at $49K in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2021.

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