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Planning Capital Management Corporation’s Ford F Stock Holding History

Planning Capital Management Corporation’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$187K Buy
+17,708
New +$203K 0.12% 90
2024
Q1 		– Sell
-468
Closed -$5.71K – 666
2023
Q4 		$5.71K Buy
+468
New +$5.21K ﹤0.01% 468

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Planning Capital Management Corporation opened a new position in Ford (F) in Q3 2024: 17,708 shares worth $187K. The stake represents 0.12% of the portfolio and ranks #90 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in F as recently as Q4 2023.

Planning Capital Management Corporation first reported a position in F in Q4 2023 and has held it in 2 quarters since. 1,628 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • Planning Capital Management Corporation held 17,708 shares of Ford worth $187K as of Q3 2024.
  • Ford was a new Planning Capital Management Corporation position in Q3 2024.
  • Ford made up 0.12% of Planning Capital Management Corporation's portfolio in Q3 2024, its #90 holding.
  • Planning Capital Management Corporation first reported a position in Ford in Q4 2023 and has held it in 2 quarters since.
  • 1,628 funds tracked by Wall St. Rank held Ford as of Q3 2024.

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