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Planning Capital Management Corporation’s Where Food Comes From WFCF Stock Holding History

Planning Capital Management Corporation’s Portfolio WFCF Stock Details WFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$13.5K Hold
1,250
– – 0.01% 389
2024
Q2 		$15.1K Hold
1,250
– – 0.01% 345
2024
Q1 		$13.2K Hold
1,250
– – 0.01% 376
2023
Q4 		$16.9K Buy
+1,250
New +$16.9K 0.01% 327

Other funds holding WFCF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

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

Planning Capital Management Corporation held its Where Food Comes From (WFCF) position steady in Q3 2024 at 1,250 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #389.

Planning Capital Management Corporation first reported a position in WFCF in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.9K in Q4 2023. 16 funds tracked by Wall St. Rank hold WFCF as of Q3 2024.

  • Planning Capital Management Corporation held 1,250 shares of Where Food Comes From worth $13.5K as of Q3 2024.
  • Planning Capital Management Corporation left its Where Food Comes From share count unchanged in Q3 2024.
  • Where Food Comes From made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #389 holding.
  • Planning Capital Management Corporation first reported a position in Where Food Comes From in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Where Food Comes From position peaked at $16.9K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Where Food Comes From as of Q3 2024.

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