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Planning Capital Management Corporation’s BP BP Stock Holding History

Planning Capital Management Corporation’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-682
Closed -$24.6K – 800
2024
Q2 		$24.6K Hold
682
– – 0.02% 251
2024
Q1 		$25.7K Hold
682
– – 0.02% 249
2023
Q4 		$24.1K Buy
+682
New +$25K 0.02% 260

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Dimensional Fund Advisors
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BlackRock
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Planning Capital Management Corporation sold out of BP (BP) in Q3 2024, closing a stake of 682 shares — an estimated $24.6K sold.

Planning Capital Management Corporation first reported a position in BP in Q4 2023 and held it in 3 quarters. The position peaked at $25.7K in Q1 2024. 1,093 funds tracked by Wall St. Rank hold BP as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining BP position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 682 BP shares in Q3 2024, an estimated $24.6K.
  • Planning Capital Management Corporation first reported a position in BP in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's BP position peaked at $25.7K in Q1 2024.
  • 1,093 funds tracked by Wall St. Rank held BP as of Q3 2024.

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