PWPS
FLIC

Pinnacle Wealth Planning Services’s First of Long Island Corp FLIC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FLIC Stock Details FLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,724
Closed -$177K – 452
2024
Q3 		$177K Hold
13,724
– – 0.02% 473
2024
Q2 		$138K Buy
+13,724
New +$139K 0.02% 453

Other funds holding FLIC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's FLIC Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of First of Long Island Corp (FLIC) in Q4 2024, closing a stake of 13,724 shares — an estimated $177K sold.

Pinnacle Wealth Planning Services first reported a position in FLIC in Q2 2024 and held it in 2 quarters. The position peaked at $177K in Q3 2024. 113 funds tracked by Wall St. Rank hold FLIC as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining First of Long Island Corp position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 13,724 First of Long Island Corp shares in Q4 2024, an estimated $177K.
  • Pinnacle Wealth Planning Services first reported a position in First of Long Island Corp in Q2 2024 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's First of Long Island Corp position peaked at $177K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held First of Long Island Corp as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.