Pinnacle Associates’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-20,000
Closed -$6K 780
2022
Q3
$6K Hold
20,000
﹤0.01% 738
2022
Q2
$8K Hold
20,000
﹤0.01% 745
2022
Q1
$27K Hold
20,000
﹤0.01% 784
2021
Q4
$45K Buy
+20,000
New +$65.5K ﹤0.01% 786

Pinnacle Associates's LOTZ Position: Q4 2022 in Review

Pinnacle Associates sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 20,000 shares — an estimated $6K sold.

Pinnacle Associates first reported a position in LOTZ in Q4 2021 and held it in 4 quarters. The position peaked at $45K in Q4 2021. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

  • Pinnacle Associates reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Associates sold 20,000 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $6K.
  • Pinnacle Associates first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
  • Pinnacle Associates's CarLotz, Inc. Class A Common Stock position peaked at $45K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on Pinnacle Associates's 13F filing for Q4 2022, filed 25 Jan 2023.