PWPS
CMRC

Pinnacle Wealth Planning Services’s Commerce.com Inc Series 1 CMRC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-279
Closed -$17K – 538
2020
Q4 		$17K Buy
+279
New +$22.3K ﹤0.01% 1211

Other funds holding CMRC

GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Commerce.com Inc Series 1 (CMRC) in Q1 2021, closing a stake of 279 shares — an estimated $17K sold.

Pinnacle Wealth Planning Services first reported a position in CMRC in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 193 funds tracked by Wall St. Rank hold CMRC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Commerce.com Inc Series 1 position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 279 Commerce.com Inc Series 1 shares in Q1 2021, an estimated $17K.
  • Pinnacle Wealth Planning Services first reported a position in Commerce.com Inc Series 1 in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Commerce.com Inc Series 1 position peaked at $17K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2021.

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