PWPS
ESSA

Pinnacle Wealth Planning Services’s ESSA Bancorp ESSA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-639
Closed -$10K – 863
2020
Q4 		$10K Buy
+639
New +$9.17K ﹤0.01% 1386

Other funds holding ESSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of ESSA Bancorp (ESSA) in Q1 2021, closing a stake of 639 shares — an estimated $10K sold.

Pinnacle Wealth Planning Services first reported a position in ESSA in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 66 funds tracked by Wall St. Rank hold ESSA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining ESSA Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 639 ESSA Bancorp shares in Q1 2021, an estimated $10K.
  • Pinnacle Wealth Planning Services first reported a position in ESSA Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ESSA Bancorp position peaked at $10K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2021.

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