PWPS
PPBI

Pinnacle Wealth Planning Services’s Pacific Premier Bancorp PPBI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-634
Closed -$20K – 1534
2020
Q4 		$20K Buy
+634
New +$17.6K ﹤0.01% 1159

Other funds holding PPBI

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T. Rowe Price Associates
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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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Pacific Premier Bancorp (PPBI) in Q1 2021, closing a stake of 634 shares — an estimated $20K sold.

Pinnacle Wealth Planning Services first reported a position in PPBI in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 216 funds tracked by Wall St. Rank hold PPBI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Pacific Premier Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 634 Pacific Premier Bancorp shares in Q1 2021, an estimated $20K.
  • Pinnacle Wealth Planning Services first reported a position in Pacific Premier Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Pacific Premier Bancorp position peaked at $20K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2021.

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