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Planning Capital Management Corporation’s Wells Fargo WFC Stock Holding History

Planning Capital Management Corporation’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$11.5K Buy
203
+193
+1,930% +$10.9K 0.01% 418
2024
Q2 		$594 Hold
10
– – ﹤0.01% 618
2024
Q1 		$580 Sell
10
-276
-97% -$14.4K ﹤0.01% 630
2023
Q4 		$14.1K Buy
+286
New +$12.3K 0.01% 365

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Planning Capital Management Corporation increased its Wells Fargo (WFC) stake by 1,930% in Q3 2024, buying an estimated $10.9K and bringing the position to 203 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #418.

Planning Capital Management Corporation first reported a position in WFC in Q4 2023 and has held it in 4 quarters since. The position peaked at $14.1K in Q4 2023. 2,240 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Planning Capital Management Corporation held 203 shares of Wells Fargo worth $11.5K as of Q3 2024.
  • Planning Capital Management Corporation bought 193 Wells Fargo shares in Q3 2024, an estimated $10.9K.
  • Wells Fargo made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #418 holding.
  • Planning Capital Management Corporation first reported a position in Wells Fargo in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Wells Fargo position peaked at $14.1K in Q4 2023.
  • 2,240 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

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