PWPS
PLM

Pinnacle Wealth Planning Services’s PolyMet Mining Corp. PLM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24,536
Closed -$51K – 523
2023
Q3 		$51K Hold
24,536
– – 0.01% 442
2023
Q2 		$19.4K Buy
+24,536
New +$36.8K ﹤0.01% 456

Other funds holding PLM

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's PLM Position: Q4 2023 in Review

Pinnacle Wealth Planning Services sold out of PolyMet Mining Corp. (PLM) in Q4 2023, closing a stake of 24,536 shares — an estimated $51K sold.

Pinnacle Wealth Planning Services first reported a position in PLM in Q2 2023 and held it in 2 quarters. The position peaked at $51K in Q3 2023. 1 fund tracked by Wall St. Rank holds PLM as of Q4 2023.

  • Pinnacle Wealth Planning Services reported no remaining PolyMet Mining Corp. position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 24,536 PolyMet Mining Corp. shares in Q4 2023, an estimated $51K.
  • Pinnacle Wealth Planning Services first reported a position in PolyMet Mining Corp. in Q2 2023 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's PolyMet Mining Corp. position peaked at $51K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2023, filed 8 Feb 2024.