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Pinnacle Wealth Management Advisory Group’s Vishay Intertechnology VSH Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio VSH Stock Details VSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,860
Closed -$219K – 353
2023
Q3 		$219K Buy
8,860
+70
+0.8% +$1.89K 0.03% 284
2023
Q2 		$258K Buy
+8,790
New +$215K 0.03% 265

Other funds holding VSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VSH Position: Q4 2023 in Review

Pinnacle Wealth Management Advisory Group sold out of Vishay Intertechnology (VSH) in Q4 2023, closing a stake of 8,860 shares — an estimated $219K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VSH in Q2 2023 and held it in 2 quarters. The position peaked at $258K in Q2 2023. 310 funds tracked by Wall St. Rank hold VSH as of Q4 2023.

  • Pinnacle Wealth Management Advisory Group reported no remaining Vishay Intertechnology position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 8,860 Vishay Intertechnology shares in Q4 2023, an estimated $219K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Vishay Intertechnology in Q2 2023 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group's Vishay Intertechnology position peaked at $258K in Q2 2023.
  • 310 funds tracked by Wall St. Rank held Vishay Intertechnology as of Q4 2023.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.