PWPS
IAS

Pinnacle Wealth Planning Services’s Integral Ad Science IAS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,508
Closed -$124K – 471
2024
Q3 		$124K Hold
11,508
– – 0.02% 494
2024
Q2 		$112K Hold
11,508
– – 0.02% 472
2024
Q1 		$115K Hold
11,508
– – 0.02% 477
2023
Q4 		$166K Hold
11,508
– – 0.03% 425
2023
Q3 		$137K Hold
11,508
– – 0.02% 392
2023
Q2 		$207K Hold
11,508
– – 0.03% 379
2023
Q1 		$164K Hold
11,508
– – 0.03% 413
2022
Q4 		$101K Buy
11,508
+842
+8% +$7.14K 0.02% 400
2022
Q3 		$77K Buy
+10,666
New +$95.4K 0.01% 380

Other funds holding IAS

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Integral Ad Science (IAS) in Q4 2024, closing a stake of 11,508 shares — an estimated $124K sold.

Pinnacle Wealth Planning Services first reported a position in IAS in Q3 2022 and held it in 9 quarters. The position peaked at $207K in Q2 2023. 165 funds tracked by Wall St. Rank hold IAS as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining Integral Ad Science position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,508 Integral Ad Science shares in Q4 2024, an estimated $124K.
  • Pinnacle Wealth Planning Services first reported a position in Integral Ad Science in Q3 2022 and held it in 9 quarters.
  • Pinnacle Wealth Planning Services's Integral Ad Science position peaked at $207K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2024.

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