PWPS
FFG

Pinnacle Wealth Planning Services’s FBL Financial Group FFG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FFG Stock Details FFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-511
Closed -$27K – 2271
2020
Q4 		$27K Buy
+511
New +$26.3K 0.01% 1046

Other funds holding FFG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $125M AUM 198.01% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of FBL Financial Group (FFG) in Q1 2021, closing a stake of 511 shares — an estimated $27K sold.

Pinnacle Wealth Planning Services first reported a position in FFG in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 107 funds tracked by Wall St. Rank hold FFG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining FBL Financial Group position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 511 FBL Financial Group shares in Q1 2021, an estimated $27K.
  • Pinnacle Wealth Planning Services first reported a position in FBL Financial Group in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's FBL Financial Group position peaked at $27K in Q4 2020.
  • 107 funds tracked by Wall St. Rank held FBL Financial Group as of Q1 2021.

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