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WR Wealth Planners’s PC Connection CNXN Stock Holding History

WR Wealth Planners’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$346 Hold
5
– – ﹤0.01% 1029
2024
Q3 		$377 Hold
5
– – ﹤0.01% 1062
2024
Q2 		$321 Hold
5
– – ﹤0.01% 1077
2024
Q1 		$330 Buy
+5
New +$328 ﹤0.01% 1092

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's CNXN Position: Q4 2024 in Review

WR Wealth Planners held its PC Connection (CNXN) position steady in Q4 2024 at 5 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

WR Wealth Planners first reported a position in CNXN in Q1 2024 and has held it in 4 quarters since. The position peaked at $377 in Q3 2024. 165 funds tracked by Wall St. Rank hold CNXN as of Q4 2024.

  • WR Wealth Planners held 5 shares of PC Connection worth $346 as of Q4 2024.
  • WR Wealth Planners left its PC Connection share count unchanged in Q4 2024.
  • PC Connection made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1029 holding.
  • WR Wealth Planners first reported a position in PC Connection in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's PC Connection position peaked at $377 in Q3 2024.
  • 165 funds tracked by Wall St. Rank held PC Connection as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.