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Planning Capital Management Corporation’s Bank of America BAC Stock Holding History

Planning Capital Management Corporation’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$190K Buy
4,785
+3,578
+296% +$143K 0.13% 88
2024
Q2 		$48K Buy
1,207
+1
+0.1% +$38 0.03% 197
2024
Q1 		$45.7K Sell
1,206
-728
-38% -$25K 0.03% 198
2023
Q4 		$65.1K Buy
+1,934
New +$56.3K 0.05% 173

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Planning Capital Management Corporation increased its Bank of America (BAC) stake by 296% in Q3 2024, buying an estimated $143K and bringing the position to 4,785 shares worth $190K. The position accounts for 0.13% of the portfolio, ranked #88.

Planning Capital Management Corporation first reported a position in BAC in Q4 2023 and has held it in 4 quarters since. 2,980 funds tracked by Wall St. Rank hold BAC as of Q3 2024.

  • Planning Capital Management Corporation held 4,785 shares of Bank of America worth $190K as of Q3 2024.
  • Planning Capital Management Corporation bought 3,578 Bank of America shares in Q3 2024, an estimated $143K.
  • Bank of America made up 0.13% of Planning Capital Management Corporation's portfolio in Q3 2024, its #88 holding.
  • Planning Capital Management Corporation first reported a position in Bank of America in Q4 2023 and has held it in 4 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Bank of America as of Q3 2024.

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