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Planning Capital Management Corporation’s Boeing BA Stock Holding History

Planning Capital Management Corporation’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$49.9K Buy
328
+289
+741% +$49.6K 0.03% 182
2024
Q2 		$7.1K Hold
39
– – 0.01% 437
2024
Q1 		$7.53K Hold
39
– – 0.01% 446
2023
Q4 		$10.2K Buy
+39
New +$8.34K 0.01% 416

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 BA Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Boeing (BA) stake by 741% in Q3 2024, buying an estimated $49.6K and bringing the position to 328 shares worth $49.9K. The position accounts for 0.03% of the portfolio, ranked #182.

Planning Capital Management Corporation first reported a position in BA in Q4 2023 and has held it in 4 quarters since. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Planning Capital Management Corporation held 328 shares of Boeing worth $49.9K as of Q3 2024.
  • Planning Capital Management Corporation bought 289 Boeing shares in Q3 2024, an estimated $49.6K.
  • Boeing made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #182 holding.
  • Planning Capital Management Corporation first reported a position in Boeing in Q4 2023 and has held it in 4 quarters since.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

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