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Planning Capital Management Corporation’s Tesla TSLA Stock Holding History

Planning Capital Management Corporation’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$209K Buy
798
+390
+96% +$88.9K 0.14% 85
2024
Q2 		$80.7K Buy
408
+7
+2% +$1.22K 0.06% 152
2024
Q1 		$70.5K Buy
401
+66
+20% +$12.9K 0.05% 163
2023
Q4 		$83.2K Buy
+335
New +$79.6K 0.07% 144

Other funds holding TSLA

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Planning Capital Management Corporation increased its Tesla (TSLA) stake by 96% in Q3 2024, buying an estimated $88.9K and bringing the position to 798 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #85.

Planning Capital Management Corporation first reported a position in TSLA in Q4 2023 and has held it in 4 quarters since. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Planning Capital Management Corporation held 798 shares of Tesla worth $209K as of Q3 2024.
  • Planning Capital Management Corporation bought 390 Tesla shares in Q3 2024, an estimated $88.9K.
  • Tesla made up 0.14% of Planning Capital Management Corporation's portfolio in Q3 2024, its #85 holding.
  • Planning Capital Management Corporation first reported a position in Tesla in Q4 2023 and has held it in 4 quarters since.
  • 3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

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