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Planning Capital Management Corporation’s Treace Medical Concepts TMCI Stock Holding History

Planning Capital Management Corporation’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$17.4K Buy
3,000
+1,000
+50% +$6.42K 0.01% 326
2024
Q2 		$13.3K Buy
+2,000
New +$16.2K 0.01% 362

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Planning Capital Management Corporation increased its Treace Medical Concepts (TMCI) stake by 50% in Q3 2024, buying an estimated $6.42K and bringing the position to 3,000 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #326.

Planning Capital Management Corporation first reported a position in TMCI in Q2 2024 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold TMCI as of Q3 2024.

  • Planning Capital Management Corporation held 3,000 shares of Treace Medical Concepts worth $17.4K as of Q3 2024.
  • Planning Capital Management Corporation bought 1,000 Treace Medical Concepts shares in Q3 2024, an estimated $6.42K.
  • Treace Medical Concepts made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #326 holding.
  • Planning Capital Management Corporation first reported a position in Treace Medical Concepts in Q2 2024 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q3 2024.

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