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Pinnacle Wealth Management Advisory Group’s Lear LEA Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,910
Closed -$240K – 286
2022
Q2 		$240K Sell
1,910
-155
-8% -$20.4K 0.04% 255
2022
Q1 		$294K Sell
2,065
-200
-9% -$32.5K 0.04% 229
2021
Q4 		$414K Sell
2,265
-100
-4% -$17.6K 0.07% 194
2021
Q3 		$370K Sell
2,365
-3,935
-62% -$644K 0.09% 164
2021
Q2 		$1.1M Buy
+6,300
New +$1.17M 0.26% 89

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's LEA Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of Lear (LEA) in Q3 2022, closing a stake of 1,910 shares — an estimated $240K sold.

Pinnacle Wealth Management Advisory Group first reported a position in LEA in Q2 2021 and held it in 5 quarters. The position peaked at $1.1M in Q2 2021. 406 funds tracked by Wall St. Rank hold LEA as of Q3 2022.

  • Pinnacle Wealth Management Advisory Group reported no remaining Lear position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,910 Lear shares in Q3 2022, an estimated $240K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Lear in Q2 2021 and held it in 5 quarters.
  • Pinnacle Wealth Management Advisory Group's Lear position peaked at $1.1M in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Lear as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.