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Planning Capital Management Corporation’s Cushman & Wakefield Ltd CWK Stock Holding History

Planning Capital Management Corporation’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$17.2K Hold
1,265
– – 0.01% 332
2024
Q2 		$13.2K Hold
1,265
– – 0.01% 364
2024
Q1 		$13.2K Buy
+1,265
New +$12.8K 0.01% 373

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Planning Capital Management Corporation held its Cushman & Wakefield Ltd (CWK) position steady in Q3 2024 at 1,265 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #332.

Planning Capital Management Corporation first reported a position in CWK in Q1 2024 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold CWK as of Q3 2024.

  • Planning Capital Management Corporation held 1,265 shares of Cushman & Wakefield Ltd worth $17.2K as of Q3 2024.
  • Planning Capital Management Corporation left its Cushman & Wakefield Ltd share count unchanged in Q3 2024.
  • Cushman & Wakefield Ltd made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #332 holding.
  • Planning Capital Management Corporation first reported a position in Cushman & Wakefield Ltd in Q1 2024 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2024.

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