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Planning Capital Management Corporation’s Dow Inc DOW Stock Holding History

Planning Capital Management Corporation’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$9.19K Buy
168
+102
+155% +$5.38K 0.01% 449
2024
Q2 		$3.5K Hold
66
– – ﹤0.01% 488
2024
Q1 		$3.82K Sell
66
-47
-42% -$2.6K ﹤0.01% 508
2023
Q4 		$6.2K Buy
+113
New +$5.77K ﹤0.01% 458

Other funds holding DOW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Planning Capital Management Corporation increased its Dow Inc (DOW) stake by 155% in Q3 2024, buying an estimated $5.38K and bringing the position to 168 shares worth $9.19K. The position accounts for 0.01% of the portfolio, ranked #449.

Planning Capital Management Corporation first reported a position in DOW in Q4 2023 and has held it in 4 quarters since. 1,492 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

  • Planning Capital Management Corporation held 168 shares of Dow Inc worth $9.19K as of Q3 2024.
  • Planning Capital Management Corporation bought 102 Dow Inc shares in Q3 2024, an estimated $5.38K.
  • Dow Inc made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #449 holding.
  • Planning Capital Management Corporation first reported a position in Dow Inc in Q4 2023 and has held it in 4 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

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