PWPS
CORE

Pinnacle Wealth Planning Services’s Core Mark Holding Co., Inc. CORE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-60
Closed -$1K – 2254
2020
Q4 		$1K Buy
+60
New +$1.83K ﹤0.01% 2233

Other funds holding CORE

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Core Mark Holding Co., Inc. (CORE) in Q1 2021, closing a stake of 60 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in CORE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 181 funds tracked by Wall St. Rank hold CORE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Core Mark Holding Co., Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 60 Core Mark Holding Co., Inc. shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Core Mark Holding Co., Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Core Mark Holding Co., Inc. position peaked at $1K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q1 2021.

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