Pinnacle Wealth Management Group’s TPG Pace Beneficial Finance Corp. TPGY Stock Holding History

Pinnacle Wealth Management Group’s Portfolio TPGY Stock Details TPGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,300	Closed	-$133K	–	110
2022 Q3	$133K	Sell	13,300 -400	-3%	-$3.99K	0.12%	108
2022 Q2	$136K	Hold	13,700	–	–	0.11%	113
2022 Q1	$136K	Sell	13,700 -3,000	-18%	-$29.6K	0.1%	119
2021 Q4	$164K	Sell	16,700 -9,000	-35%	-$94.5K	0.12%	118
2021 Q3	$271K	Buy	25,700 +2,600	+11%	+$29.7K	0.2%	101
2021 Q2	$297K	Buy	+23,100	New	+$335K	0.22%	99

Other funds holding TPGY

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Management Group's TPGY Position: Q4 2022 in Review

Pinnacle Wealth Management Group sold out of TPG Pace Beneficial Finance Corp. (TPGY) in Q4 2022, closing a stake of 13,300 shares — an estimated $133K sold.

Pinnacle Wealth Management Group first reported a position in TPGY in Q2 2021 and held it in 6 quarters. The position peaked at $297K in Q2 2021. 1 fund tracked by Wall St. Rank holds TPGY as of Q4 2022.

Pinnacle Wealth Management Group reported no remaining TPG Pace Beneficial Finance Corp. position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Group sold 13,300 TPG Pace Beneficial Finance Corp. shares in Q4 2022, an estimated $133K.
Pinnacle Wealth Management Group first reported a position in TPG Pace Beneficial Finance Corp. in Q2 2021 and held it in 6 quarters.
Pinnacle Wealth Management Group's TPG Pace Beneficial Finance Corp. position peaked at $297K in Q2 2021.
1 fund tracked by Wall St. Rank held TPG Pace Beneficial Finance Corp. as of Q4 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.