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Pinnacle Wealth Planning Services’s FS Bancorp FSBW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FSBW Stock Details FSBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-278
Closed -$8K – 949
2020
Q4 		$8K Buy
+278
New +$7.01K ﹤0.01% 1464

Other funds holding FSBW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of FS Bancorp (FSBW) in Q1 2021, closing a stake of 278 shares — an estimated $8K sold.

Pinnacle Wealth Planning Services first reported a position in FSBW in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 77 funds tracked by Wall St. Rank hold FSBW as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining FS Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 278 FS Bancorp shares in Q1 2021, an estimated $8K.
  • Pinnacle Wealth Planning Services first reported a position in FS Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's FS Bancorp position peaked at $8K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held FS Bancorp as of Q1 2021.

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