PCMC
CMA

Planning Capital Management Corporation’s Comerica CMA Stock Holding History

Planning Capital Management Corporation’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-27
Closed -$1.38K – 809
2024
Q2 		$1.38K Hold
27
– – ﹤0.01% 563
2024
Q1 		$1.49K Hold
27
– – ﹤0.01% 583
2023
Q4 		$1.51K Buy
+27
New +$1.22K ﹤0.01% 581

Other funds holding CMA

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Planning Capital Management Corporation sold out of Comerica (CMA) in Q3 2024, closing a stake of 27 shares — an estimated $1.38K sold.

Planning Capital Management Corporation first reported a position in CMA in Q4 2023 and held it in 3 quarters. The position peaked at $1.51K in Q4 2023. 530 funds tracked by Wall St. Rank hold CMA as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Comerica position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 27 Comerica shares in Q3 2024, an estimated $1.38K.
  • Planning Capital Management Corporation first reported a position in Comerica in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Comerica position peaked at $1.51K in Q4 2023.
  • 530 funds tracked by Wall St. Rank held Comerica as of Q3 2024.

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