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Pinnacle Wealth Planning Services’s Hamilton Beach Brands HBB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,030
Closed -$18K – 1025
2020
Q4 		$18K Buy
+1,030
New +$20.3K ﹤0.01% 1192

Other funds holding HBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Hamilton Beach Brands (HBB) in Q1 2021, closing a stake of 1,030 shares — an estimated $18K sold.

Pinnacle Wealth Planning Services first reported a position in HBB in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 75 funds tracked by Wall St. Rank hold HBB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Hamilton Beach Brands position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,030 Hamilton Beach Brands shares in Q1 2021, an estimated $18K.
  • Pinnacle Wealth Planning Services first reported a position in Hamilton Beach Brands in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Hamilton Beach Brands position peaked at $18K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2021.

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