Consolidated Planning Corp’s Block Inc XYZ Stock Holding History

Consolidated Planning Corp’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-150	Closed	-$36K	–	480
2021 Q3	$36K	Buy	+150	New	+$38.5K	0.02%	193

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 150 shares — an estimated $36K sold.

Consolidated Planning Corp first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $36K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

Consolidated Planning Corp reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 150 Block Inc shares in Q4 2021, an estimated $36K.
Consolidated Planning Corp first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Block Inc position peaked at $36K in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

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