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Planned Solutions’s Westamerica Bancorp WABC Stock Holding History

Planned Solutions’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,690
Closed -$83.5K – 636
2024
Q3 		$83.5K Buy
+1,690
New +$85.9K 0.03% 234

Other funds holding WABC

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Planned Solutions's WABC Position: Q4 2024 in Review

Planned Solutions sold out of Westamerica Bancorp (WABC) in Q4 2024, closing a stake of 1,690 shares — an estimated $83.5K sold.

Planned Solutions first reported a position in WABC in Q3 2024 and held it in 1 quarter. The position peaked at $83.5K in Q3 2024. 208 funds tracked by Wall St. Rank hold WABC as of Q4 2024.

  • Planned Solutions reported no remaining Westamerica Bancorp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,690 Westamerica Bancorp shares in Q4 2024, an estimated $83.5K.
  • Planned Solutions first reported a position in Westamerica Bancorp in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Westamerica Bancorp position peaked at $83.5K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q4 2024.

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