PWPS
BPMC

Pinnacle Wealth Planning Services’s Blueprint Medicines BPMC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BPMC Stock Details BPMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,965
Closed -$212K – 535
2024
Q2 		$212K Buy
+1,965
New +$197K 0.03% 409
2021
Q1 		– Sell
-784
Closed -$88K – 565
2020
Q4 		$88K Buy
+784
New +$82.6K 0.02% 529

Other funds holding BPMC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's BPMC Position: Q3 2024 in Review

Pinnacle Wealth Planning Services sold out of Blueprint Medicines (BPMC) in Q3 2024, closing a stake of 1,965 shares — an estimated $212K sold.

Pinnacle Wealth Planning Services first reported a position in BPMC in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q2 2024. 319 funds tracked by Wall St. Rank hold BPMC as of Q3 2024.

  • Pinnacle Wealth Planning Services reported no remaining Blueprint Medicines position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,965 Blueprint Medicines shares in Q3 2024, an estimated $212K.
  • Pinnacle Wealth Planning Services first reported a position in Blueprint Medicines in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Blueprint Medicines position peaked at $212K in Q2 2024.
  • 319 funds tracked by Wall St. Rank held Blueprint Medicines as of Q3 2024.

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