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Planning Capital Management Corporation’s T. Rowe Price US Equity Research ETF TSPA Stock Holding History

Planning Capital Management Corporation’s Portfolio TSPA Stock Details TSPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-213
Closed -$6.99K – 757
2024
Q1 		$6.99K Buy
+213
New +$6.61K 0.01% 454

Other funds holding TSPA

National Pension Service
National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Planning Capital Management Corporation's TSPA Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of T. Rowe Price US Equity Research ETF (TSPA) in Q2 2024, closing a stake of 213 shares — an estimated $6.99K sold.

Planning Capital Management Corporation first reported a position in TSPA in Q1 2024 and held it in 1 quarter. The position peaked at $6.99K in Q1 2024. 29 funds tracked by Wall St. Rank hold TSPA as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining T. Rowe Price US Equity Research ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 213 T. Rowe Price US Equity Research ETF shares in Q2 2024, an estimated $6.99K.
  • Planning Capital Management Corporation first reported a position in T. Rowe Price US Equity Research ETF in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's T. Rowe Price US Equity Research ETF position peaked at $6.99K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held T. Rowe Price US Equity Research ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.