PWPS
FFWM

Pinnacle Wealth Planning Services’s First Foundation Inc FFWM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-74
Closed -$1K – 911
2020
Q4 		$1K Buy
+74
New +$1.26K ﹤0.01% 2113

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of First Foundation Inc (FFWM) in Q1 2021, closing a stake of 74 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in FFWM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining First Foundation Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 74 First Foundation Inc shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in First Foundation Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's First Foundation Inc position peaked at $1K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2021.

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