PWPS
FREE

Pinnacle Wealth Planning Services’s Whole Earth Brands, Inc. Class A Common Stock FREE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FREE Stock Details FREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,144
Closed -$69.8K – 510
2022
Q4 		$69.8K Buy
+17,144
New +$62.3K 0.01% 422

Other funds holding FREE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
SPH
Steel Partners Holdings New York $78M AUM
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
ICM
Ionic Capital Management New York $690M AUM 70.34% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's FREE Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of Whole Earth Brands, Inc. Class A Common Stock (FREE) in Q1 2023, closing a stake of 17,144 shares — an estimated $69.8K sold.

Pinnacle Wealth Planning Services first reported a position in FREE in Q4 2022 and held it in 1 quarter. The position peaked at $69.8K in Q4 2022. 97 funds tracked by Wall St. Rank hold FREE as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining Whole Earth Brands, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 17,144 Whole Earth Brands, Inc. Class A Common Stock shares in Q1 2023, an estimated $69.8K.
  • Pinnacle Wealth Planning Services first reported a position in Whole Earth Brands, Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Whole Earth Brands, Inc. Class A Common Stock position peaked at $69.8K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Whole Earth Brands, Inc. Class A Common Stock as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.