PWPS
PCSB

Pinnacle Wealth Planning Services’s PCSB Financial Corporation PCSB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PCSB Stock Details PCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,491
Closed -$56K – 2156
2020
Q4 		$56K Buy
+3,491
New +$51.7K 0.01% 739

Other funds holding PCSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of PCSB Financial Corporation (PCSB) in Q1 2021, closing a stake of 3,491 shares — an estimated $56K sold.

Pinnacle Wealth Planning Services first reported a position in PCSB in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 67 funds tracked by Wall St. Rank hold PCSB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining PCSB Financial Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,491 PCSB Financial Corporation shares in Q1 2021, an estimated $56K.
  • Pinnacle Wealth Planning Services first reported a position in PCSB Financial Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's PCSB Financial Corporation position peaked at $56K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held PCSB Financial Corporation as of Q1 2021.

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