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Planning Capital Management Corporation’s Celsius Holdings CELH Stock Holding History

Planning Capital Management Corporation’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.25K Hold
40
– – ﹤0.01% 619
2024
Q2 		$2.28K Buy
+40
New +$3.02K ﹤0.01% 526

Other funds holding CELH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Planning Capital Management Corporation held its Celsius Holdings (CELH) position steady in Q3 2024 at 40 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Planning Capital Management Corporation first reported a position in CELH in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.28K in Q2 2024. 513 funds tracked by Wall St. Rank hold CELH as of Q3 2024.

  • Planning Capital Management Corporation held 40 shares of Celsius Holdings worth $1.25K as of Q3 2024.
  • Planning Capital Management Corporation left its Celsius Holdings share count unchanged in Q3 2024.
  • Celsius Holdings made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #619 holding.
  • Planning Capital Management Corporation first reported a position in Celsius Holdings in Q2 2024 and has held it in 2 quarters since.
  • Planning Capital Management Corporation's Celsius Holdings position peaked at $2.28K in Q2 2024.
  • 513 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2024.

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