Institute for Wealth Management’s Pinterest PINS Stock Holding History

Institute for Wealth Management’s Portfolio PINS Stock Details PINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,828	Closed	-$318K	–	555
2024 Q3	$318K	Buy	9,828 +5,286	+116%	+$180K	0.04%	402
2024 Q2	$200K	Buy	+4,542	New	+$179K	0.03%	484
2024 Q1	–	Sell	-5,920	Closed	-$219K	–	524
2023 Q4	$219K	Buy	+5,920	New	+$186K	0.04%	442

Other funds holding PINS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Institute for Wealth Management's PINS Position: Q4 2024 in Review

Institute for Wealth Management sold out of Pinterest (PINS) in Q4 2024, closing a stake of 9,828 shares — an estimated $318K sold.

Institute for Wealth Management first reported a position in PINS in Q4 2023 and held it in 3 quarters. The position peaked at $318K in Q3 2024. 767 funds tracked by Wall St. Rank hold PINS as of Q4 2024.

Institute for Wealth Management reported no remaining Pinterest position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 9,828 Pinterest shares in Q4 2024, an estimated $318K.
Institute for Wealth Management first reported a position in Pinterest in Q4 2023 and held it in 3 quarters.
Institute for Wealth Management's Pinterest position peaked at $318K in Q3 2024.
767 funds tracked by Wall St. Rank held Pinterest as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.