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Planning Capital Management Corporation’s AllianceBernstein AB Stock Holding History

Planning Capital Management Corporation’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$60.5K Hold
1,733
– – 0.04% 163
2024
Q2 		$58.6K Hold
1,733
– – 0.04% 182
2024
Q1 		$60.2K Hold
1,733
– – 0.04% 178
2023
Q4 		$53.8K Buy
+1,733
New +$51K 0.04% 191

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Planning Capital Management Corporation's AB Position: Q3 2024 in Review

Planning Capital Management Corporation held its AllianceBernstein (AB) position steady in Q3 2024 at 1,733 shares worth $60.5K. The position accounts for 0.04% of the portfolio, ranked #163.

Planning Capital Management Corporation first reported a position in AB in Q4 2023 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold AB as of Q3 2024.

  • Planning Capital Management Corporation held 1,733 shares of AllianceBernstein worth $60.5K as of Q3 2024.
  • Planning Capital Management Corporation left its AllianceBernstein share count unchanged in Q3 2024.
  • AllianceBernstein made up 0.04% of Planning Capital Management Corporation's portfolio in Q3 2024, its #163 holding.
  • Planning Capital Management Corporation first reported a position in AllianceBernstein in Q4 2023 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.