PWPS
BL icon

Pinnacle Wealth Planning Services’s BlackLine BL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.4K Sell
1,307
-697
-35% -$30K 0.01% 1221
2025
Q4 		$111K Buy
+2,004
New +$110K 0.01% 721
2024
Q1 		– Sell
-3,686
Closed -$230K – 515
2023
Q4 		$230K Sell
3,686
-860
-19% -$48.6K 0.04% 349
2023
Q3 		$252K Buy
+4,546
New +$249K 0.04% 294
2021
Q1 		– Sell
-560
Closed -$75K – 550
2020
Q4 		$75K Buy
+560
New +$62.5K 0.02% 597

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VPM
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UBS Group
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FP
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First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return