PWPS
GMS

Pinnacle Wealth Planning Services’s GMS Inc GMS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-131
Closed -$4K – 993
2020
Q4 		$4K Buy
+131
New +$3.65K ﹤0.01% 1727

Other funds holding GMS

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of GMS Inc (GMS) in Q1 2021, closing a stake of 131 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in GMS in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 188 funds tracked by Wall St. Rank hold GMS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining GMS Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 131 GMS Inc shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in GMS Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's GMS Inc position peaked at $4K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held GMS Inc as of Q1 2021.

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