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Planning Capital Management Corporation’s Warner Bros WBD Stock Holding History

Planning Capital Management Corporation’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$12.9K Buy
1,561
+249
+19% +$1.95K 0.01% 398
2024
Q2 		$9.76K Hold
1,312
– – 0.01% 408
2024
Q1 		$11.5K Hold
1,312
– – 0.01% 401
2023
Q4 		$14.9K Buy
+1,312
New +$14.2K 0.01% 359

Other funds holding WBD

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Planning Capital Management Corporation increased its Warner Bros (WBD) stake by 19% in Q3 2024, buying an estimated $1.95K and bringing the position to 1,561 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #398.

Planning Capital Management Corporation first reported a position in WBD in Q4 2023 and has held it in 4 quarters since. The position peaked at $14.9K in Q4 2023. 1,148 funds tracked by Wall St. Rank hold WBD as of Q3 2024.

  • Planning Capital Management Corporation held 1,561 shares of Warner Bros worth $12.9K as of Q3 2024.
  • Planning Capital Management Corporation bought 249 Warner Bros shares in Q3 2024, an estimated $1.95K.
  • Warner Bros made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #398 holding.
  • Planning Capital Management Corporation first reported a position in Warner Bros in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Warner Bros position peaked at $14.9K in Q4 2023.
  • 1,148 funds tracked by Wall St. Rank held Warner Bros as of Q3 2024.

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