Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $733 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
6,395
$10.37 - $11.0 $66.3K - $70.3K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q1 2021 Filed on Apr 29, 2021
10,479
$8.29 - $9.46 $86.9K - $99.1K
China Mobile Hong Kong LTD
Q1 2021 Filed on Apr 29, 2021
2,169
N/A
Allianzgi Dividend Int & Prmiu Com
Q1 2021 Filed on Apr 29, 2021
28,142
N/A
Columbia Property Trust Inc
Q1 2021 Filed on Apr 29, 2021
8,487
N/A
LBTYK
Liberty Global PLC

Communication Services
Q1 2021 Filed on Apr 29, 2021
1,043
$23.53 - $26.56 $24.5K - $27.7K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on Apr 29, 2021
240
$128.44 - $137.43 $30.8K - $33K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
Q1 2021 Filed on Apr 29, 2021
2,273
$4.83 - $5.37 $11K - $12.2K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
3,048
$14.47 - $21.19 $44.1K - $64.6K
Royal Dutch Shell PLC Spon Adr B
Q1 2021 Filed on Apr 29, 2021
838
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2021 Filed on Apr 29, 2021
220
$28.47 - $29.94 $6.26K - $6.59K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2021 Filed on Apr 29, 2021
638
$42.93 - $59.06 $27.4K - $37.7K
JLL
Jones Lang Lasalle Inc

Real Estate
Q1 2021 Filed on Apr 29, 2021
3
$142.33 - $181.78 $427 - $545
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2021 Filed on Apr 29, 2021
3,825
$91.5 - $91.52 $350K - $350K
Bhp Billiton PLC Spon Adr
Q1 2021 Filed on Apr 29, 2021
2,189
N/A
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2021 Filed on Apr 29, 2021
34
$38.53 - $50.88 $1.31K - $1.73K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
276
$278.61 - $344.13 $76.9K - $95K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2021 Filed on Apr 29, 2021
145
$46.87 - $50.05 $6.8K - $7.26K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2021 Filed on Apr 29, 2021
692
$43.89 - $52.63 $30.4K - $36.4K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
1,156
$130.0 - $169.53 $150K - $196K
VTR
Ventas, Inc.

Real Estate
Q1 2021 Filed on Apr 29, 2021
490
$46.07 - $57.17 $22.6K - $28K
Atlantic Power Corp
Q1 2021 Filed on Apr 29, 2021
3,124
N/A
Stellantis N.V Shs
Q1 2021 Filed on Apr 29, 2021
18,239
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2021 Filed on Apr 29, 2021
760
$53.92 - $58.74 $41K - $44.6K
AMED
Amedisys Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
855
$236.62 - $314.16 $202K - $269K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2021 Filed on Apr 29, 2021
300
$191.87 - $208.85 $57.6K - $62.7K
Alexion Pharma Inc
Q1 2021 Filed on Apr 29, 2021
2,164
N/A
AVY
Avery Dennison Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
1,904
$148.67 - $185.18 $283K - $353K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
3,030
$18.73 - $25.45 $56.8K - $77.1K
SPLK
Splunk Inc

Technology
Q1 2021 Filed on Apr 29, 2021
1,482
$131.03 - $175.09 $194K - $259K
Wpx Energy Inc
Q1 2021 Filed on Apr 29, 2021
191
N/A
IRTC
I Rhythm Technologies, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,146
$127.0 - $268.46 $146K - $308K
BFB
Brown Forman Corp Cl B
Q1 2021 Filed on Apr 29, 2021
2,717
N/A
TXG
10x Genomics, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
13
$140.25 - $196.86 $1.82K - $2.56K
SRCE
1 St Source Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
580
$39.35 - $50.18 $22.8K - $29.1K
TWOU
2 U, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 29, 2021
1,347
$34.21 - $55.55 $46.1K - $74.8K
PAR
Par Technology Corp

Technology
Q1 2021 Filed on Apr 29, 2021
1,326
$59.32 - $88.71 $78.7K - $118K
51 Job Inc Sponsored Ads
Q1 2021 Filed on Apr 29, 2021
13
N/A
AIR
Aar Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
118
$33.55 - $44.79 $3.96K - $5.29K
PRG
Prog Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
887
$43.17 - $58.62 $38.3K - $52K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
49
$20.49 - $36.88 $1K - $1.81K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,249
$10.31 - $11.25 $12.9K - $14.1K
ABMD
Abiomed Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
129
$285.92 - $355.13 $36.9K - $45.8K
ABM
Abm Industries Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
267
$36.74 - $52.49 $9.81K - $14K
Acacia Communications Inc Com
Q1 2021 Filed on Apr 29, 2021
540
N/A
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
3,639
$25.02 - $54.99 $91K - $200K
AKR
Acadia Realty Trust

Real Estate
Q1 2021 Filed on Apr 29, 2021
10
$13.7 - $21.39 $137 - $214
Acceleron Pharma Inc
Q1 2021 Filed on Apr 29, 2021
296
N/A
ACIW
Aci Worldwide, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
1,363
$36.86 - $43.1 $50.2K - $58.7K
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email