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Planning Capital Management Corporation’s Wintrust Financial WTFC Stock Holding History

Planning Capital Management Corporation’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$18.3K Hold
169
– – 0.01% 315
2024
Q2 		$16.7K Hold
169
– – 0.01% 320
2024
Q1 		$17.6K Hold
169
– – 0.01% 315
2023
Q4 		$15.7K Buy
+169
New +$14K 0.01% 345

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BlackRock
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Planning Capital Management Corporation held its Wintrust Financial (WTFC) position steady in Q3 2024 at 169 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #315.

Planning Capital Management Corporation first reported a position in WTFC in Q4 2023 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

  • Planning Capital Management Corporation held 169 shares of Wintrust Financial worth $18.3K as of Q3 2024.
  • Planning Capital Management Corporation left its Wintrust Financial share count unchanged in Q3 2024.
  • Wintrust Financial made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #315 holding.
  • Planning Capital Management Corporation first reported a position in Wintrust Financial in Q4 2023 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

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