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Pinnacle Wealth Advisors’s Five Below FIVE Stock Holding History

Pinnacle Wealth Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$255K Buy
+1,320
New +$252K 0.01% 326

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Advisors's FIVE Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Five Below (FIVE) in Q2 2021: 1,320 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings.

467 funds tracked by Wall St. Rank hold FIVE as of Q2 2021.

  • Pinnacle Wealth Advisors held 1,320 shares of Five Below worth $255K as of Q2 2021.
  • Five Below was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Five Below made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #326 holding.
  • 467 funds tracked by Wall St. Rank held Five Below as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.