Pinnacle Wealth Planning Services’s Paya Holdings Inc. Class A Common Stock PAYA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PAYA Stock Details PAYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,978	Closed	-$118K	–	515
2022 Q4	$118K	Hold	14,978	–	–	0.02%	391
2022 Q3	$92K	Hold	14,978	–	–	0.02%	371
2022 Q2	$98K	Buy	+14,978	New	+$84.4K	0.02%	380
2022 Q1	–	Sell	-10,008	Closed	-$63K	–	489
2021 Q4	$63K	Buy	+10,008	New	+$81.3K	0.01%	414

Other funds holding PAYA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's PAYA Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of Paya Holdings Inc. Class A Common Stock (PAYA) in Q1 2023, closing a stake of 14,978 shares — an estimated $118K sold.

Pinnacle Wealth Planning Services first reported a position in PAYA in Q4 2021 and held it in 4 quarters. The position peaked at $118K in Q4 2022. 1 fund tracked by Wall St. Rank holds PAYA as of Q1 2023.

Pinnacle Wealth Planning Services reported no remaining Paya Holdings Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 14,978 Paya Holdings Inc. Class A Common Stock shares in Q1 2023, an estimated $118K.
Pinnacle Wealth Planning Services first reported a position in Paya Holdings Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Pinnacle Wealth Planning Services's Paya Holdings Inc. Class A Common Stock position peaked at $118K in Q4 2022.
1 fund tracked by Wall St. Rank held Paya Holdings Inc. Class A Common Stock as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.