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Planning Capital Management Corporation’s Equity Residential EQR Stock Holding History

Planning Capital Management Corporation’s Portfolio EQR Stock Details EQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32
Closed -$2.22K – 832
2024
Q2 		$2.22K Hold
32
– – ﹤0.01% 529
2024
Q1 		$2.02K Hold
32
– – ﹤0.01% 561
2023
Q4 		$1.96K Buy
+32
New +$1.85K ﹤0.01% 560

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AAMU
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Geode Capital Management
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First Eagle Investment Management
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Planning Capital Management Corporation's EQR Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Equity Residential (EQR) in Q3 2024, closing a stake of 32 shares — an estimated $2.22K sold.

Planning Capital Management Corporation first reported a position in EQR in Q4 2023 and held it in 3 quarters. The position peaked at $2.22K in Q2 2024. 678 funds tracked by Wall St. Rank hold EQR as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Equity Residential position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 32 Equity Residential shares in Q3 2024, an estimated $2.22K.
  • Planning Capital Management Corporation first reported a position in Equity Residential in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Equity Residential position peaked at $2.22K in Q2 2024.
  • 678 funds tracked by Wall St. Rank held Equity Residential as of Q3 2024.

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