PS
CCRD

Planned Solutions’s CoreCard CCRD Stock Holding History

Planned Solutions’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-700
Closed -$10.2K – 191
2024
Q3 		$10.2K Buy
+700
New +$9.34K ﹤0.01% 447
2024
Q1 		– Sell
-700
Closed -$9.68K – 166
2023
Q4 		$9.68K Buy
+700
New +$11.7K ﹤0.01% 426
2021
Q1 		– Sell
-1,000
Closed -$40K – 115
2020
Q4 		$40K Buy
+1,000
New +$39.4K 0.03% 228

Other funds holding CCRD

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MCM
Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Planned Solutions's CCRD Position: Q4 2024 in Review

Planned Solutions sold out of CoreCard (CCRD) in Q4 2024, closing a stake of 700 shares — an estimated $10.2K sold.

Planned Solutions first reported a position in CCRD in Q4 2020 and held it in 3 quarters. The position peaked at $40K in Q4 2020. 64 funds tracked by Wall St. Rank hold CCRD as of Q4 2024.

  • Planned Solutions reported no remaining CoreCard position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 700 CoreCard shares in Q4 2024, an estimated $10.2K.
  • Planned Solutions first reported a position in CoreCard in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's CoreCard position peaked at $40K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held CoreCard as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.