PCMC
XYZ

Planning Capital Management Corporation’s Block Inc XYZ Stock Holding History

Planning Capital Management Corporation’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$8.73K Sell
130
-651
-83% -$42.1K 0.01% 454
2024
Q2 		$50.4K Hold
781
– – 0.04% 190
2024
Q1 		$66.1K Sell
781
-10
-1% -$723 0.05% 173
2023
Q4 		$61.2K Buy
+791
New +$44.7K 0.05% 180

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Planning Capital Management Corporation reduced its Block Inc (XYZ) stake by 83% in Q3 2024, selling an estimated $42.1K and leaving 130 shares worth $8.73K. The position accounts for 0.01% of the portfolio, ranked #454.

Planning Capital Management Corporation first reported a position in XYZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $66.1K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q3 2024.

  • Planning Capital Management Corporation held 130 shares of Block Inc worth $8.73K as of Q3 2024.
  • Planning Capital Management Corporation sold 651 Block Inc shares in Q3 2024, an estimated $42.1K.
  • Block Inc made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #454 holding.
  • Planning Capital Management Corporation first reported a position in Block Inc in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Block Inc position peaked at $66.1K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q3 2024.

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