PWPS
LBAI

Pinnacle Wealth Planning Services’s Lakeland Bancorp Inc LBAI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,395
Closed -$18K – 2089
2020
Q4 		$18K Buy
+1,395
New +$16.4K ﹤0.01% 1206

Other funds holding LBAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Lakeland Bancorp Inc (LBAI) in Q1 2021, closing a stake of 1,395 shares — an estimated $18K sold.

Pinnacle Wealth Planning Services first reported a position in LBAI in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 149 funds tracked by Wall St. Rank hold LBAI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Lakeland Bancorp Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,395 Lakeland Bancorp Inc shares in Q1 2021, an estimated $18K.
  • Pinnacle Wealth Planning Services first reported a position in Lakeland Bancorp Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Lakeland Bancorp Inc position peaked at $18K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2021.

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