PWPS
BIG

Pinnacle Wealth Planning Services’s Big Lots, Inc. BIG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-70
Closed -$3K – 2064
2020
Q4 		$3K Buy
+70
New +$3.4K ﹤0.01% 1880

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's BIG Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Big Lots, Inc. (BIG) in Q1 2021, closing a stake of 70 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in BIG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 282 funds tracked by Wall St. Rank hold BIG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Big Lots, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 70 Big Lots, Inc. shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Big Lots, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Big Lots, Inc. position peaked at $3K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.