PCMC
AEI icon

Planning Capital Management Corporation’s Alset AEI Stock Holding History

Planning Capital Management Corporation’s Portfolio AEI Stock Details AEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7 Hold
5
– – ﹤0.01% 774
2024
Q2 		$9 Buy
+5
New +$4 ﹤0.01% 716

Other funds holding AEI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Planning Capital Management Corporation held its Alset (AEI) position steady in Q3 2024 at 5 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Planning Capital Management Corporation first reported a position in AEI in Q2 2024 and has held it in 2 quarters since. The position peaked at $9 in Q2 2024. 14 funds tracked by Wall St. Rank hold AEI as of Q3 2024.

  • Planning Capital Management Corporation held 5 shares of Alset worth $7 as of Q3 2024.
  • Planning Capital Management Corporation left its Alset share count unchanged in Q3 2024.
  • Alset made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #774 holding.
  • Planning Capital Management Corporation first reported a position in Alset in Q2 2024 and has held it in 2 quarters since.
  • Planning Capital Management Corporation's Alset position peaked at $9 in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Alset as of Q3 2024.

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