PA
RTB

Pinnacle Associates’s RTB Digital RTB Stock Holding History

Pinnacle Associates’s Portfolio RTB Stock Details RTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-29
Closed -$10K – 773
2022
Q3 		$10K Hold
29
– – ﹤0.01% 736
2022
Q2 		$11K Sell
29
-28
-49% -$27K ﹤0.01% 744
2022
Q1 		$84K Hold
57
– – ﹤0.01% 772
2021
Q4 		$84K Sell
57
-29
-34% -$64.5K ﹤0.01% 777
2021
Q3 		$249K Hold
86
– – ﹤0.01% 682
2021
Q2 		$358K Sell
86
-28
-25% -$118K 0.01% 607
2021
Q1 		$560K Buy
+114
New +$500K 0.01% 517

Other funds holding RTB

CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Associates's RTB Position: Q4 2022 in Review

Pinnacle Associates sold out of RTB Digital (RTB) in Q4 2022, closing a stake of 29 shares — an estimated $10K sold.

Pinnacle Associates first reported a position in RTB in Q1 2021 and held it in 7 quarters. The position peaked at $560K in Q1 2021. 30 funds tracked by Wall St. Rank hold RTB as of Q4 2022.

  • Pinnacle Associates reported no remaining RTB Digital position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Associates sold 29 RTB Digital shares in Q4 2022, an estimated $10K.
  • Pinnacle Associates first reported a position in RTB Digital in Q1 2021 and held it in 7 quarters.
  • Pinnacle Associates's RTB Digital position peaked at $560K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held RTB Digital as of Q4 2022.

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