PD
CISO

Planning Directions’s CISO Global CISO Stock Holding History

Planning Directions’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,041
Closed -$12.3K – 77
2023
Q4 		$12.3K Sell
8,041
-8,643
-52% -$15K 0.01% 69
2023
Q3 		$35K Sell
16,684
-4,849
-23% -$12.8K 0.03% 65
2023
Q2 		$57K Hold
21,533
– – 0.04% 66
2023
Q1 		$109K Hold
21,533
– – 0.08% 69
2022
Q4 		$824K Buy
+21,533
New +$977K 0.63% 27

Other funds holding CISO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Directions's CISO Position: Q1 2024 in Review

Planning Directions sold out of CISO Global (CISO) in Q1 2024, closing a stake of 8,041 shares — an estimated $12.3K sold.

Planning Directions first reported a position in CISO in Q4 2022 and held it in 5 quarters. The position peaked at $824K in Q4 2022. 16 funds tracked by Wall St. Rank hold CISO as of Q1 2024.

  • Planning Directions reported no remaining CISO Global position as of Q1 2024 after selling out during the quarter.
  • Planning Directions sold 8,041 CISO Global shares in Q1 2024, an estimated $12.3K.
  • Planning Directions first reported a position in CISO Global in Q4 2022 and held it in 5 quarters.
  • Planning Directions's CISO Global position peaked at $824K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held CISO Global as of Q1 2024.

Based on Planning Directions's 13F filing for Q1 2024, filed 9 May 2024.