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Pinnacle Wealth Planning Services’s PetMed Express PETS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,688
Closed -$60.8K – 541
2024
Q1 		$60.8K Buy
+12,688
New +$73.8K 0.01% 496
2021
Q1 		– Sell
-132
Closed -$4K – 1496
2020
Q4 		$4K Buy
+132
New +$4.07K ﹤0.01% 1746

Other funds holding PETS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's PETS Position: Q2 2024 in Review

Pinnacle Wealth Planning Services sold out of PetMed Express (PETS) in Q2 2024, closing a stake of 12,688 shares — an estimated $60.8K sold.

Pinnacle Wealth Planning Services first reported a position in PETS in Q4 2020 and held it in 2 quarters. The position peaked at $60.8K in Q1 2024. 117 funds tracked by Wall St. Rank hold PETS as of Q2 2024.

  • Pinnacle Wealth Planning Services reported no remaining PetMed Express position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 12,688 PetMed Express shares in Q2 2024, an estimated $60.8K.
  • Pinnacle Wealth Planning Services first reported a position in PetMed Express in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's PetMed Express position peaked at $60.8K in Q1 2024.
  • 117 funds tracked by Wall St. Rank held PetMed Express as of Q2 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2024, filed 9 Aug 2024.