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Planning Capital Management Corporation’s ImmunityBio IBRX Stock Holding History

Planning Capital Management Corporation’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$54.9K Hold
14,757
– – 0.04% 167
2024
Q2 		$93.3K Buy
14,757
+1,415
+11% +$9.33K 0.07% 140
2024
Q1 		$71.6K Hold
13,342
– – 0.05% 159
2023
Q4 		$67K Buy
+13,342
New +$41.9K 0.05% 166

Other funds holding IBRX

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Planning Capital Management Corporation held its ImmunityBio (IBRX) position steady in Q3 2024 at 14,757 shares worth $54.9K. The position accounts for 0.04% of the portfolio, ranked #167.

Planning Capital Management Corporation first reported a position in IBRX in Q4 2023 and has held it in 4 quarters since. The position peaked at $93.3K in Q2 2024. 181 funds tracked by Wall St. Rank hold IBRX as of Q3 2024.

  • Planning Capital Management Corporation held 14,757 shares of ImmunityBio worth $54.9K as of Q3 2024.
  • Planning Capital Management Corporation left its ImmunityBio share count unchanged in Q3 2024.
  • ImmunityBio made up 0.04% of Planning Capital Management Corporation's portfolio in Q3 2024, its #167 holding.
  • Planning Capital Management Corporation first reported a position in ImmunityBio in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's ImmunityBio position peaked at $93.3K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held ImmunityBio as of Q3 2024.

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