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Planning Capital Management Corporation’s MSCI MSCI Stock Holding History

Planning Capital Management Corporation’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$44.9K Buy
77
+20
+35% +$10.8K 0.03% 195
2024
Q2 		$27.5K Buy
+57
New +$28.3K 0.02% 241

Other funds holding MSCI

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Planning Capital Management Corporation increased its MSCI (MSCI) stake by 35% in Q3 2024, buying an estimated $10.8K and bringing the position to 77 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #195.

Planning Capital Management Corporation first reported a position in MSCI in Q2 2024 and has held it in 2 quarters since. 995 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Planning Capital Management Corporation held 77 shares of MSCI worth $44.9K as of Q3 2024.
  • Planning Capital Management Corporation bought 20 MSCI shares in Q3 2024, an estimated $10.8K.
  • MSCI made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #195 holding.
  • Planning Capital Management Corporation first reported a position in MSCI in Q2 2024 and has held it in 2 quarters since.
  • 995 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

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