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Planning Capital Management Corporation’s Arch Capital ACGL Stock Holding History

Planning Capital Management Corporation’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-455
Closed -$45.9K – 781
2024
Q2 		$45.9K Sell
455
-835
-65% -$81.2K 0.03% 199
2024
Q1 		$119K Sell
1,290
-655
-34% -$55.4K 0.09% 119
2023
Q4 		$144K Buy
+1,945
New +$159K 0.11% 103

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BAMCO Inc
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State Street
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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Planning Capital Management Corporation sold out of Arch Capital (ACGL) in Q3 2024, closing a stake of 455 shares — an estimated $45.9K sold.

Planning Capital Management Corporation first reported a position in ACGL in Q4 2023 and held it in 3 quarters. The position peaked at $144K in Q4 2023. 849 funds tracked by Wall St. Rank hold ACGL as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Arch Capital position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 455 Arch Capital shares in Q3 2024, an estimated $45.9K.
  • Planning Capital Management Corporation first reported a position in Arch Capital in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Arch Capital position peaked at $144K in Q4 2023.
  • 849 funds tracked by Wall St. Rank held Arch Capital as of Q3 2024.

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