Consolidated Planning Corp’s Zymeworks ZYME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-61	Closed	-$2K	–	478
2021 Q3	$2K	Buy	+61	New	+$2.03K	﹤0.01%	423

Other funds holding ZYME

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Consolidated Planning Corp sold out of Zymeworks (ZYME) in Q4 2021, closing a stake of 61 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in ZYME in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 114 funds tracked by Wall St. Rank hold ZYME as of Q4 2021.

Consolidated Planning Corp reported no remaining Zymeworks position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 61 Zymeworks shares in Q4 2021, an estimated $2K.
Consolidated Planning Corp first reported a position in Zymeworks in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Zymeworks position peaked at $2K in Q3 2021.
114 funds tracked by Wall St. Rank held Zymeworks as of Q4 2021.

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