PWPS
BRG

Pinnacle Wealth Planning Services’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BRG Stock Details BRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,712
Closed -$85K – 2167
2020
Q4 		$85K Buy
+6,712
New +$64.7K 0.02% 542

Other funds holding BRG

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2021, closing a stake of 6,712 shares — an estimated $85K sold.

Pinnacle Wealth Planning Services first reported a position in BRG in Q4 2020 and held it in 1 quarter. The position peaked at $85K in Q4 2020. 111 funds tracked by Wall St. Rank hold BRG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 6,712 Bluerock Residential Growth REIT, Inc. shares in Q1 2021, an estimated $85K.
  • Pinnacle Wealth Planning Services first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Bluerock Residential Growth REIT, Inc. position peaked at $85K in Q4 2020.
  • 111 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2021.

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