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
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2022 Filed on Apr 20, 2022
654
$259.82 - $298.18 $170K - $195K
New Oriental Adr
Q1 2022 Filed on Apr 20, 2022
37,619
N/A
NAT
Nordic American Tankers LTD

Industrials
Q1 2022 Filed on Apr 20, 2022
30,113
$1.41 - $2.42 $42.5K - $72.9K
TAL
Tal Education Group

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
10,754
$1.75 - $3.81 $18.8K - $41K
UNFI
United Natural Foods Inc

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
4,834
$35.21 - $49.05 $170K - $237K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
481
$357.49 - $445.92 $172K - $214K
Xilinx Inc
Q1 2022 Filed on Apr 20, 2022
1,059
N/A
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on Apr 20, 2022
408
$380.09 - $587.6 $155K - $240K
EPZM
Epizyme, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
12,428
$1.06 - $2.68 $13.2K - $33.3K
AQUA
Evoqua Water Technologies Corp.

Industrials
Q1 2022 Filed on Apr 20, 2022
4,363
$37.26 - $47.86 $163K - $209K
NLTX
Neoleukin Therapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
14,303
$1.72 - $5.23 $24.6K - $74.8K
PBYI
Puma Biotechnology, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
16,749
$2.13 - $3.24 $35.7K - $54.3K
SOFI
So Fi Technologies, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
11,500
$7.93 - $15.68 $91.2K - $180K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Jan 21, 2022
10,663
$15.32 - $16.11 $163K - $172K
Sk Telecom Co.! Ltd. Sponsored Adr Cmn
Q4 2021 Filed on Jan 21, 2022
9,244
N/A
HDB
Hdfc Bank LTD

Financial Services
Q4 2021 Filed on Jan 21, 2022
4,344
$61.97 - $78.4 $269K - $341K
Sterlite Inds India LTD Ads Isin #Us8597372072
Q4 2021 Filed on Jan 21, 2022
10,073
N/A
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
500
$347.28 - $421.83 $174K - $211K
LECO
Lincoln Electric Holdings Inc

Industrials
Q4 2021 Filed on Jan 21, 2022
2,504
$130.64 - $146.04 $327K - $366K
NTRA
Natera, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
2,083
$86.26 - $119.0 $180K - $248K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Jan 21, 2022
68,773
$39.06 - $53.11 $2.69M - $3.65M
BFK
Blackrock Municipal Income Trust

Financial Services
Q4 2021 Filed on Jan 21, 2022
16,686
$14.49 - $15.54 $242K - $259K
CANO
Cano Health, Inc.

Healthcare
Q4 2021 Filed on Jan 21, 2022
81,500
$8.45 - $13.25 $689K - $1.08M
CLOV
Clover Health Investments, Corp.

Healthcare
Q4 2021 Filed on Jan 21, 2022
109,880
$3.72 - $8.12 $409K - $892K
HMY
Harmony Gold Mining CO LTD

Basic Materials
Q4 2021 Filed on Jan 21, 2022
10,721
$3.18 - $4.26 $34.1K - $45.7K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
13,400
$16.0 - $19.46 $214K - $261K
IIM
Invesco Value Municipal Income Trust

Financial Services
Q4 2021 Filed on Jan 21, 2022
16,500
$15.81 - $17.04 $261K - $281K
PHK
Pimco High Income Fund

Financial Services
Q4 2021 Filed on Jan 21, 2022
15,500
$5.98 - $6.46 $92.7K - $100K
EA
Electronic Arts Inc.

Communication Services
Q3 2021 Filed on Oct 29, 2021
2,273
$126.4 - $146.6 $287K - $333K
DXC
Dxc Technology CO

Technology
Q3 2021 Filed on Oct 29, 2021
7,311
$33.61 - $43.42 $246K - $317K
General Electric CO Com
Q3 2021 Filed on Oct 29, 2021
33,518
N/A
DAR
Darling Ingredients Inc.

Consumer Defensive
Q3 2021 Filed on Oct 29, 2021
3,600
$64.01 - $79.0 $230K - $284K
VRNS
Varonis Systems Inc

Technology
Q3 2021 Filed on Oct 29, 2021
3,731
$55.96 - $73.41 $209K - $274K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q3 2021 Filed on Oct 29, 2021
4,990
$29.84 - $54.22 $149K - $271K
AGEN
Agenus Inc

Healthcare
Q3 2021 Filed on Oct 29, 2021
14,642
$4.98 - $6.63 $72.9K - $97.1K
ASMB
Assembly Biosciences, Inc.

Healthcare
Q3 2021 Filed on Oct 29, 2021
10,839
$3.14 - $3.9 $34K - $42.3K
Eros Stx Global Corporation Shs New
Q3 2021 Filed on Oct 29, 2021
18,998
N/A
FIVE
Five Below, Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
1,100
$177.87 - $202.86 $196K - $223K
Ishares Gold Trust ETF
Q2 2021 Filed on Aug 02, 2021
15,782
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
3,433
$73.78 - $107.52 $253K - $369K
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
2,936
$60.13 - $73.74 $177K - $217K
Evofem Biosciences Inc Com
Q2 2021 Filed on Aug 02, 2021
11,870
N/A
Inphi Corp Com
Q2 2021 Filed on Aug 02, 2021
1,314
N/A
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
1,826
$92.19 - $115.71 $168K - $211K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2021 Filed on Aug 02, 2021
1,747
$107.1 - $146.71 $187K - $256K
CUK
Carnival PLC

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
876
$16.0 - $25.16 $14K - $22K
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
374
$24.92 - $31.86 $9.32K - $11.9K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q1 2021 Filed on Apr 29, 2021
1,404
$54.27 - $54.96 $76.2K - $77.2K
DJP
Barclays Bank PLC

ETFs
Q1 2021 Filed on Apr 29, 2021
3,146
$22.09 - $25.06 $69.5K - $78.8K
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