CPC
Y

Consolidated Planning Corp’s Alleghany Corp Y Stock Holding History

Consolidated Planning Corp’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-41
Closed -$26K – 497
2021
Q3 		$26K Buy
+41
New +$27.1K 0.02% 227

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Alleghany Corp (Y) in Q4 2021, closing a stake of 41 shares — an estimated $26K sold.

Consolidated Planning Corp first reported a position in Y in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 417 funds tracked by Wall St. Rank hold Y as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Alleghany Corp position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 41 Alleghany Corp shares in Q4 2021, an estimated $26K.
  • Consolidated Planning Corp first reported a position in Alleghany Corp in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Alleghany Corp position peaked at $26K in Q3 2021.
  • 417 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2021.

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