PB
MDWT

Pinnacle Bancorp’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Pinnacle Bancorp’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6
Closed -$1K – 813
2022
Q4 		$1K Hold
6
– – ﹤0.01% 738
2022
Q3 		$1K Hold
6
– – ﹤0.01% 738
2022
Q2 		$1K Hold
6
– – ﹤0.01% 751
2022
Q1 		$1K Hold
6
– – ﹤0.01% 743
2021
Q4 		$1K Hold
6
– – ﹤0.01% 712
2021
Q3 		$1K Hold
6
– – ﹤0.01% 715
2021
Q2 		$1K Hold
6
– – ﹤0.01% 714
2021
Q1 		$1K Buy
+6
New +$316 ﹤0.01% 714

Other funds holding MDWT

DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Bancorp's MDWT Position: Q1 2023 in Review

Pinnacle Bancorp sold out of Midwest Holding Inc. Common Stock (MDWT) in Q1 2023, closing a stake of 6 shares — an estimated $1K sold.

Pinnacle Bancorp first reported a position in MDWT in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q4 2022. 16 funds tracked by Wall St. Rank hold MDWT as of Q1 2023.

  • Pinnacle Bancorp reported no remaining Midwest Holding Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Bancorp sold 6 Midwest Holding Inc. Common Stock shares in Q1 2023, an estimated $1K.
  • Pinnacle Bancorp first reported a position in Midwest Holding Inc. Common Stock in Q1 2021 and held it in 8 quarters.
  • Pinnacle Bancorp's Midwest Holding Inc. Common Stock position peaked at $1K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q1 2023.

Based on Pinnacle Bancorp's 13F filing for Q1 2023, filed 14 Apr 2023.