Planned Solutions’s TMC The Metals Company TMC Stock Holding History

Planned Solutions’s Portfolio TMC Stock Details TMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$2.12K	–	577
2024 Q3	$2.12K	Buy	+2,000	New	+$2.24K	﹤0.01%	547
2024 Q1	–	Sell	-2,000	Closed	-$2.2K	–	499
2023 Q4	$2.2K	Buy	+2,000	New	+$2.07K	﹤0.01%	500

Other funds holding TMC

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

NHT

New Hampshire Trust Concord, New Hampshire $496M AUM 22.69% 1-Year Est. Return

Planned Solutions's TMC Position: Q4 2024 in Review

Planned Solutions sold out of TMC The Metals Company (TMC) in Q4 2024, closing a stake of 2,000 shares — an estimated $2.12K sold.

Planned Solutions first reported a position in TMC in Q4 2023 and held it in 2 quarters. The position peaked at $2.2K in Q4 2023. 87 funds tracked by Wall St. Rank hold TMC as of Q4 2024.

Planned Solutions reported no remaining TMC The Metals Company position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 2,000 TMC The Metals Company shares in Q4 2024, an estimated $2.12K.
Planned Solutions first reported a position in TMC The Metals Company in Q4 2023 and held it in 2 quarters.
Planned Solutions's TMC The Metals Company position peaked at $2.2K in Q4 2023.
87 funds tracked by Wall St. Rank held TMC The Metals Company as of Q4 2024.

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