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Planned Solutions’s Commercial Metals CMC Stock Holding History

Planned Solutions’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,450
Closed -$79.7K – 204
2024
Q3 		$79.7K Buy
+1,450
New +$78.4K 0.03% 236
2024
Q1 		– Sell
-1,450
Closed -$72.6K – 174
2023
Q4 		$72.6K Buy
+1,450
New +$66.1K 0.03% 231

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Planned Solutions's CMC Position: Q4 2024 in Review

Planned Solutions sold out of Commercial Metals (CMC) in Q4 2024, closing a stake of 1,450 shares — an estimated $79.7K sold.

Planned Solutions first reported a position in CMC in Q4 2023 and held it in 2 quarters. The position peaked at $79.7K in Q3 2024. 433 funds tracked by Wall St. Rank hold CMC as of Q4 2024.

  • Planned Solutions reported no remaining Commercial Metals position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,450 Commercial Metals shares in Q4 2024, an estimated $79.7K.
  • Planned Solutions first reported a position in Commercial Metals in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Commercial Metals position peaked at $79.7K in Q3 2024.
  • 433 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2024.

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