Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
1,225
$61.35 - $90.47 $75.2K - $111K
ARTNA
Artesian Resources Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
1,195
$36.79 - $42.53 $44K - $50.8K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
3
$46.06 - $54.42 $138 - $163
MTOR
Meritor, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
158
$25.81 - $32.99 $4.08K - $5.21K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
127
$142.61 - $201.07 $18.1K - $25.5K
ASH
Ashland Global Holdings Inc

Basic Materials
Q1 2021 Filed on Apr 29, 2021
335
$79.1 - $91.91 $26.5K - $30.8K
Aspen Technology Inc
Q1 2021 Filed on Apr 29, 2021
17
N/A
AMK
Asset Mark Financial Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
70
$22.74 - $26.55 $1.59K - $1.86K
AIZ
Assurant, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
88
$122.77 - $144.71 $10.8K - $12.7K
AGO
Assured Guaranty LTD

Financial Services
Q1 2021 Filed on Apr 29, 2021
222
$30.73 - $45.32 $6.82K - $10.1K
ASTE
Astec Industries Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
110
$57.76 - $77.23 $6.35K - $8.5K
ALOT
Astro Nova, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
607
$10.25 - $14.75 $6.22K - $8.95K
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
247
$50.78 - $62.23 $12.5K - $15.4K
ATO
Atmos Energy Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
185
$84.61 - $98.89 $15.7K - $18.3K
ATRI
Atrion Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
23
$619.2 - $736.0 $14.2K - $16.9K
ACB
Aurora Cannabis Inc

Healthcare
Q1 2021 Filed on Apr 29, 2021
4
$8.96 - $18.92 $35.8 - $75.7
ALV
Autoliv Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
12
$86.94 - $99.2 $1.04K - $1.19K
AN
Autonation, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
425
$68.09 - $94.81 $28.9K - $40.3K
AVB
Avalonbay Communities Inc

Real Estate
Q1 2021 Filed on Apr 29, 2021
252
$155.07 - $193.42 $39.1K - $48.7K
AGR
Avangrid, Inc.

Utilities
Q1 2021 Filed on Apr 29, 2021
3
$44.47 - $49.88 $133 - $150
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
4
$43.5 - $53.4 $174 - $214
AVNT
Avient Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
1,031
$38.39 - $51.21 $39.6K - $52.8K
AVA
Avista Corp

Utilities
Q1 2021 Filed on Apr 29, 2021
537
$37.32 - $48.27 $20K - $25.9K
AVT
Avnet Inc

Technology
Q1 2021 Filed on Apr 29, 2021
9
$35.31 - $41.51 $318 - $374
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q1 2021 Filed on Apr 29, 2021
4
$26.71 - $31.0 $107 - $124
ACLS
Axcelis Technologies Inc

Technology
Q1 2021 Filed on Apr 29, 2021
139
$28.6 - $42.82 $3.98K - $5.95K
AZEK
Azek CO Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
5
$37.57 - $48.19 $188 - $241
AZZ
Azz Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
1,563
$46.65 - $56.46 $72.9K - $88.2K
BKR
Baker Hughes CO

Energy
Q1 2021 Filed on Apr 29, 2021
2,567
$20.09 - $25.15 $51.6K - $64.6K
BCPC
Balchem Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
143
$107.03 - $131.53 $15.3K - $18.8K
BALL
Ball Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
533
$81.25 - $92.26 $43.3K - $49.2K
BANC
Banc Of California, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
375
$15.01 - $21.32 $5.63K - $8K
BANF
Bancfirst Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
30
$57.63 - $77.22 $1.73K - $2.32K
BCH
Bank Of Chile

Financial Services
Q1 2021 Filed on Apr 29, 2021
44
$20.12 - $24.98 $885 - $1.1K
BSAC
Banco Santander Chile

Financial Services
Q1 2021 Filed on Apr 29, 2021
101
$19.9 - $25.71 $2.01K - $2.6K
CIB
Bancolombia Sa

Financial Services
Q1 2021 Filed on Apr 29, 2021
1,201
$31.96 - $40.26 $38.4K - $48.4K
BAND
Bandwidth Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
5
$114.95 - $188.83 $575 - $944
Bank Comm Hldgs Com
Q1 2021 Filed on Apr 29, 2021
4
N/A
BOH
Bank Of Hawaii Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
84
$77.06 - $96.16 $6.47K - $8.08K
Bankfinancial Corp
Q1 2021 Filed on Apr 29, 2021
433
N/A
BKU
Bank United, Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
99
$34.29 - $49.92 $3.39K - $4.94K
BANR
Banner Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
81
$44.23 - $59.02 $3.58K - $4.78K
BZUN
Baozun Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
46
$34.2 - $54.98 $1.57K - $2.53K
BNED
Barnes & Noble Education, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
487
$4.6 - $9.26 $2.24K - $4.51K
B
Barnes Group Inc

Industrials
Q1 2021 Filed on Apr 29, 2021
781
$48.07 - $57.54 $37.5K - $44.9K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
3,351
$18.67 - $24.77 $62.6K - $83K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2021 Filed on Apr 29, 2021
113
$21.37 - $34.38 $2.41K - $3.88K
BCML
Bay Com Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
347
$14.5 - $18.78 $5.03K - $6.52K
BCE
Bce Inc

Communication Services
Q1 2021 Filed on Apr 29, 2021
18
$42.38 - $46.11 $763 - $830
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