Pinnacle Wealth Planning Services’s Paramount Group PGRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,759	Closed	-$107K	–	523
2024 Q3	$107K	Hold	21,759	–	–	0.01%	505
2024 Q2	$101K	Hold	21,759	–	–	0.01%	484
2024 Q1	$102K	Hold	21,759	–	–	0.02%	486
2023 Q4	$112K	Sell	21,759 -1,814	-8%	-$8.61K	0.02%	451
2023 Q3	$109K	Hold	23,573	–	–	0.02%	410
2023 Q2	$104K	Buy	23,573 +6	+0%	+$27	0.02%	428
2023 Q1	$107K	Buy	+23,567	New	+$129K	0.02%	432

Other funds holding PGRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's PGRE Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Paramount Group (PGRE) in Q4 2024, closing a stake of 21,759 shares — an estimated $107K sold.

Pinnacle Wealth Planning Services first reported a position in PGRE in Q1 2023 and held it in 7 quarters. The position peaked at $112K in Q4 2023. 191 funds tracked by Wall St. Rank hold PGRE as of Q4 2024.

Pinnacle Wealth Planning Services reported no remaining Paramount Group position as of Q4 2024 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 21,759 Paramount Group shares in Q4 2024, an estimated $107K.
Pinnacle Wealth Planning Services first reported a position in Paramount Group in Q1 2023 and held it in 7 quarters.
Pinnacle Wealth Planning Services's Paramount Group position peaked at $112K in Q4 2023.
191 funds tracked by Wall St. Rank held Paramount Group as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.