PWPS
LEVL

Pinnacle Wealth Planning Services’s Level One Bancorp, Inc. Common Stock LEVL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LEVL Stock Details LEVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-177
Closed -$4K – 2217
2020
Q4 		$4K Buy
+177
New +$3.29K ﹤0.01% 1780

Other funds holding LEVL

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Level One Bancorp, Inc. Common Stock (LEVL) in Q1 2021, closing a stake of 177 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in LEVL in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 60 funds tracked by Wall St. Rank hold LEVL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Level One Bancorp, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 177 Level One Bancorp, Inc. Common Stock shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in Level One Bancorp, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Level One Bancorp, Inc. Common Stock position peaked at $4K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Level One Bancorp, Inc. Common Stock as of Q1 2021.

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