PWM
HCI icon

Pinnacle Wealth Management’s HCI Group HCI Stock Holding History

Pinnacle Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,914
Closed -$1.28M – 44
2024
Q2 		$1.28M Buy
+13,914
New +$1.45M 1.6% 30

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management's HCI Position: Q3 2024 in Review

Pinnacle Wealth Management sold out of HCI Group (HCI) in Q3 2024, closing a stake of 13,914 shares — an estimated $1.28M sold.

Pinnacle Wealth Management first reported a position in HCI in Q2 2024 and held it in 1 quarter. The position peaked at $1.28M in Q2 2024. 204 funds tracked by Wall St. Rank hold HCI as of Q3 2024.

  • Pinnacle Wealth Management reported no remaining HCI Group position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 13,914 HCI Group shares in Q3 2024, an estimated $1.28M.
  • Pinnacle Wealth Management first reported a position in HCI Group in Q2 2024 and held it in 1 quarter.
  • Pinnacle Wealth Management's HCI Group position peaked at $1.28M in Q2 2024.
  • 204 funds tracked by Wall St. Rank held HCI Group as of Q3 2024.

Based on Pinnacle Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.