Pinnacle Wealth Planning Services’s GrafTech EAF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EAF Stock Details EAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,081	Closed	-$54.5K	–	464
2023 Q2	$54.5K	Sell	1,081 -1,030	-49%	-$47.9K	0.01%	447
2023 Q1	$103K	Buy	2,111 +1,046	+98%	+$56.6K	0.02%	439
2022 Q4	$50.7K	Buy	+1,065	New	+$51.7K	0.01%	432
2021 Q1	–	Sell	-1	Closed	–	–	802
2020 Q4	$0	Buy	+1	New	+$80	﹤0.01%	2268

Other funds holding EAF

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's EAF Position: Q3 2023 in Review

Pinnacle Wealth Planning Services sold out of GrafTech (EAF) in Q3 2023, closing a stake of 1,081 shares — an estimated $54.5K sold.

Pinnacle Wealth Planning Services first reported a position in EAF in Q4 2020 and held it in 4 quarters. The position peaked at $103K in Q1 2023. 160 funds tracked by Wall St. Rank hold EAF as of Q3 2023.

Pinnacle Wealth Planning Services reported no remaining GrafTech position as of Q3 2023 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 1,081 GrafTech shares in Q3 2023, an estimated $54.5K.
Pinnacle Wealth Planning Services first reported a position in GrafTech in Q4 2020 and held it in 4 quarters.
Pinnacle Wealth Planning Services's GrafTech position peaked at $103K in Q1 2023.
160 funds tracked by Wall St. Rank held GrafTech as of Q3 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2023, filed 8 Nov 2023.