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Planning Capital Management Corporation’s Nasdaq NDAQ Stock Holding History

Planning Capital Management Corporation’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$20.1K Buy
275
+185
+206% +$12.6K 0.01% 292
2024
Q2 		$5.42K Hold
90
– – ﹤0.01% 458
2024
Q1 		$5.68K Hold
90
– – ﹤0.01% 469
2023
Q4 		$5.23K Buy
+90
New +$4.75K ﹤0.01% 477

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TB
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Wellington Management Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Planning Capital Management Corporation increased its Nasdaq (NDAQ) stake by 206% in Q3 2024, buying an estimated $12.6K and bringing the position to 275 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #292.

Planning Capital Management Corporation first reported a position in NDAQ in Q4 2023 and has held it in 4 quarters since. 839 funds tracked by Wall St. Rank hold NDAQ as of Q3 2024.

  • Planning Capital Management Corporation held 275 shares of Nasdaq worth $20.1K as of Q3 2024.
  • Planning Capital Management Corporation bought 185 Nasdaq shares in Q3 2024, an estimated $12.6K.
  • Nasdaq made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #292 holding.
  • Planning Capital Management Corporation first reported a position in Nasdaq in Q4 2023 and has held it in 4 quarters since.
  • 839 funds tracked by Wall St. Rank held Nasdaq as of Q3 2024.

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