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Planning Capital Management Corporation’s Virtus Investment Partners VRTS Stock Holding History

Planning Capital Management Corporation’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.87K Hold
28
– – ﹤0.01% 497
2024
Q2 		$6.32K Buy
+28
New +$6.37K ﹤0.01% 444

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Planning Capital Management Corporation held its Virtus Investment Partners (VRTS) position steady in Q3 2024 at 28 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Planning Capital Management Corporation first reported a position in VRTS in Q2 2024 and has held it in 2 quarters since. The position peaked at $6.32K in Q2 2024. 228 funds tracked by Wall St. Rank hold VRTS as of Q3 2024.

  • Planning Capital Management Corporation held 28 shares of Virtus Investment Partners worth $5.87K as of Q3 2024.
  • Planning Capital Management Corporation left its Virtus Investment Partners share count unchanged in Q3 2024.
  • Virtus Investment Partners made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #497 holding.
  • Planning Capital Management Corporation first reported a position in Virtus Investment Partners in Q2 2024 and has held it in 2 quarters since.
  • Planning Capital Management Corporation's Virtus Investment Partners position peaked at $6.32K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q3 2024.

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