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Planning Capital Management Corporation’s Blackstone BX Stock Holding History

Planning Capital Management Corporation’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$271K Buy
1,771
+1,607
+980% +$223K 0.18% 71
2024
Q2 		$20.3K Sell
164
-67
-29% -$8.24K 0.01% 278
2024
Q1 		$30.3K Buy
231
+131
+131% +$16.4K 0.02% 233
2023
Q4 		$13.1K Buy
+100
New +$10.8K 0.01% 386

Other funds holding BX

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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 BX Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Blackstone (BX) stake by 980% in Q3 2024, buying an estimated $223K and bringing the position to 1,771 shares worth $271K. The position accounts for 0.18% of the portfolio, ranked #71.

Planning Capital Management Corporation first reported a position in BX in Q4 2023 and has held it in 4 quarters since. 1,941 funds tracked by Wall St. Rank hold BX as of Q3 2024.

  • Planning Capital Management Corporation held 1,771 shares of Blackstone worth $271K as of Q3 2024.
  • Planning Capital Management Corporation bought 1,607 Blackstone shares in Q3 2024, an estimated $223K.
  • Blackstone made up 0.18% of Planning Capital Management Corporation's portfolio in Q3 2024, its #71 holding.
  • Planning Capital Management Corporation first reported a position in Blackstone in Q4 2023 and has held it in 4 quarters since.
  • 1,941 funds tracked by Wall St. Rank held Blackstone as of Q3 2024.

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