PCMC
MS icon

Planning Capital Management Corporation’s Morgan Stanley MS Stock Holding History

Planning Capital Management Corporation’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$37.2K Buy
357
+191
+115% +$19.2K 0.02% 211
2024
Q2 		$16.1K Hold
166
– – 0.01% 331
2024
Q1 		$15.6K Sell
166
-61
-27% -$5.37K 0.01% 343
2023
Q4 		$21.2K Buy
+227
New +$18.2K 0.02% 285

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Planning Capital Management Corporation increased its Morgan Stanley (MS) stake by 115% in Q3 2024, buying an estimated $19.2K and bringing the position to 357 shares worth $37.2K. The position accounts for 0.02% of the portfolio, ranked #211.

Planning Capital Management Corporation first reported a position in MS in Q4 2023 and has held it in 4 quarters since. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Planning Capital Management Corporation held 357 shares of Morgan Stanley worth $37.2K as of Q3 2024.
  • Planning Capital Management Corporation bought 191 Morgan Stanley shares in Q3 2024, an estimated $19.2K.
  • Morgan Stanley made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #211 holding.
  • Planning Capital Management Corporation first reported a position in Morgan Stanley in Q4 2023 and has held it in 4 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

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