PCMC
GS icon

Planning Capital Management Corporation’s Goldman Sachs GS Stock Holding History

Planning Capital Management Corporation’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$104K Buy
209
+149
+248% +$72.9K 0.07% 130
2024
Q2 		$27.1K Hold
60
– – 0.02% 244
2024
Q1 		$25.1K Sell
60
-355
-86% -$138K 0.02% 252
2023
Q4 		$160K Buy
+415
New +$139K 0.13% 98

Other funds holding GS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Planning Capital Management Corporation increased its Goldman Sachs (GS) stake by 248% in Q3 2024, buying an estimated $72.9K and bringing the position to 209 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #130.

Planning Capital Management Corporation first reported a position in GS in Q4 2023 and has held it in 4 quarters since. The position peaked at $160K in Q4 2023. 2,202 funds tracked by Wall St. Rank hold GS as of Q3 2024.

  • Planning Capital Management Corporation held 209 shares of Goldman Sachs worth $104K as of Q3 2024.
  • Planning Capital Management Corporation bought 149 Goldman Sachs shares in Q3 2024, an estimated $72.9K.
  • Goldman Sachs made up 0.07% of Planning Capital Management Corporation's portfolio in Q3 2024, its #130 holding.
  • Planning Capital Management Corporation first reported a position in Goldman Sachs in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Goldman Sachs position peaked at $160K in Q4 2023.
  • 2,202 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2024.

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