Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$4.39 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
OXM Oxford Industries Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,566	$62.9 - $94.12 $98.5K - $147K
PSB Ps Business Parks, Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	531	$129.67 - $157.84 $68.9K - $83.8K
SRVR Pacer Fds Tr Benchmark Data & ETFs	Q1 2021 Filed on Apr 29, 2021	11	$32.86 - $37.5 $361 - $413
PACB Pacific Biosciences Of California, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	1,399	$26.38 - $51.15 $36.9K - $71.6K
Pacific Mercantile Bancorp Com	Q1 2021 Filed on Apr 29, 2021	3,178	N/A
PPBI Pacific Premier Bancorp Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	634	$31.11 - $46.65 $19.7K - $29.6K
PCRX Pacira Bio Sciences, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	1,589	$59.31 - $78.82 $94.2K - $125K
PKG Packaging Corp Of America Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	245	$128.93 - $147.23 $31.6K - $36.1K
PACW Pacwest Bancorp Financial Services	Q1 2021 Filed on Apr 29, 2021	162	$25.65 - $41.25 $4.16K - $6.68K
PD Pager Duty, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	6	$34.08 - $56.58 $204 - $339
PLMR Palomar Holdings, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	9	$62.35 - $112.49 $561 - $1.01K
PZZA Papa Johns International Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	233	$79.36 - $109.14 $18.5K - $25.4K
PARR Par Pacific Holdings, Inc. Energy	Q1 2021 Filed on Apr 29, 2021	1,594	$13.27 - $19.74 $21.2K - $31.5K
PKE Park Aerospace Corp Industrials	Q1 2021 Filed on Apr 29, 2021	478	$13.04 - $15.38 $6.23K - $7.35K
PK Park Hotels & Resorts Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	85	$16.5 - $24.6 $1.4K - $2.09K
PRK Park National Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	843	$104.86 - $140.72 $88.4K - $119K
Parsley Energy Inc Cl A	Q1 2021 Filed on Apr 29, 2021	401	N/A
PATK Patrick Industries Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	23	$68.02 - $91.96 $1.56K - $2.12K
PDCO Patterson Companies, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	7	$29.14 - $34.3 $204 - $240
PAYC Paycom Software, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	86	$348.69 - $441.13 $30K - $37.9K
PCTY Paylocity Holding Corp Technology	Q1 2021 Filed on Apr 29, 2021	13	$167.08 - $213.49 $2.17K - $2.78K
CNXN Pc Connection Inc Technology	Q1 2021 Filed on Apr 29, 2021	60	$44.29 - $54.89 $2.66K - $3.29K
Pcb Bancorp Com	Q1 2021 Filed on Apr 29, 2021	4,699	N/A
PCSB Pcsb Financial Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	3,491	$14.4 - $18.09 $50.3K - $63.2K
PDFS Pdf Solutions Inc Technology	Q1 2021 Filed on Apr 29, 2021	246	$16.64 - $23.22 $4.09K - $5.71K
PSO Pearson PLC Communication Services	Q1 2021 Filed on Apr 29, 2021	434	$9.14 - $11.75 $3.97K - $5.1K
PEB Pebblebrook Hotel Trust Real Estate	Q1 2021 Filed on Apr 29, 2021	2,578	$18.3 - $26.11 $47.2K - $67.3K
PEGA Pegasystems Inc Technology	Q1 2021 Filed on Apr 29, 2021	14	$112.38 - $146.71 $1.57K - $2.05K
PTON Peloton Interactive, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	15	$101.35 - $167.42 $1.52K - $2.51K
PBA Pembina Pipeline Corp Energy	Q1 2021 Filed on Apr 29, 2021	1,409	$23.94 - $30.74 $33.7K - $43.3K
PFSI Penny Mac Financial Services, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	22	$56.53 - $67.05 $1.24K - $1.48K
PMT Penny Mac Mortgage Investment Trust Real Estate	Q1 2021 Filed on Apr 29, 2021	618	$17.0 - $19.86 $10.5K - $12.3K
PAG Penske Automotive Group, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	38	$57.47 - $85.03 $2.18K - $3.23K
PEN Penumbra Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	15	$175.6 - $291.43 $2.63K - $4.37K
Peoples Bk Bridgeport Cn	Q1 2021 Filed on Apr 29, 2021	261	N/A
PRFT Perficient Inc Technology	Q1 2021 Filed on Apr 29, 2021	553	$46.45 - $62.65 $25.7K - $34.6K
Perspecta Inc Com	Q1 2021 Filed on Apr 29, 2021	47	N/A
PTR Petrochina CO LTD Energy	Q1 2021 Filed on Apr 29, 2021	319	$30.42 - $39.62 $9.7K - $12.6K
PBRA Petroleo Bras Ads (Ea Reptg 2	Q1 2021 Filed on Apr 29, 2021	3,393	N/A
PBR Petrobras Petroleo Brasileiro Sa Energy	Q1 2021 Filed on Apr 29, 2021	2,898	$7.21 - $11.72 $20.9K - $34K
PCG Pg&E Corp Utilities	Q1 2021 Filed on Apr 29, 2021	157	$10.51 - $12.38 $1.65K - $1.94K
PGTI Pgt Innovations, Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	230	$19.85 - $26.75 $4.57K - $6.15K
PAHC Phibro Animal Health Corp Healthcare	Q1 2021 Filed on Apr 29, 2021	85	$19.71 - $25.23 $1.68K - $2.14K
PLAB Photronics Inc Technology	Q1 2021 Filed on Apr 29, 2021	162	$10.97 - $13.38 $1.78K - $2.17K
DOC Physicians Realty Trust Real Estate	Q1 2021 Filed on Apr 29, 2021	39	$16.73 - $18.6 $652 - $725
Pico Holdings Inc	Q1 2021 Filed on Apr 29, 2021	5,325	N/A
PNFP Pinnacle Financial Partners Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	88	$63.48 - $93.58 $5.59K - $8.24K
PNW Pinnacle West Capital Corp Utilities	Q1 2021 Filed on Apr 29, 2021	920	$69.93 - $81.43 $64.3K - $74.9K
PINS Pinterest, Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	43	$62.49 - $89.15 $2.69K - $3.83K
MAV Pioneer Municipal High Income Advantage Fund, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	807	$11.32 - $12.09 $9.14K - $9.76K

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