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Planning Capital Management Corporation’s EverCommerce EVCM Stock Holding History

Planning Capital Management Corporation’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$23 – 664
2023
Q4 		$23 Buy
+2
New +$19 ﹤0.01% 647

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BOCH
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BlackRock
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Fidelity International
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Planning Capital Management Corporation's EVCM Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of EverCommerce (EVCM) in Q1 2024, closing a stake of 2 shares — an estimated $23 sold.

Planning Capital Management Corporation first reported a position in EVCM in Q4 2023 and held it in 1 quarter. The position peaked at $23 in Q4 2023. 85 funds tracked by Wall St. Rank hold EVCM as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining EverCommerce position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 2 EverCommerce shares in Q1 2024, an estimated $23.
  • Planning Capital Management Corporation first reported a position in EverCommerce in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's EverCommerce position peaked at $23 in Q4 2023.
  • 85 funds tracked by Wall St. Rank held EverCommerce as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.