PWPS
PRO

Pinnacle Wealth Planning Services’s PROS Holdings PRO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-268
Closed -$14K – 1548
2020
Q4 		$14K Buy
+268
New +$10.6K ﹤0.01% 1289

Other funds holding PRO

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of PROS Holdings (PRO) in Q1 2021, closing a stake of 268 shares — an estimated $14K sold.

Pinnacle Wealth Planning Services first reported a position in PRO in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 162 funds tracked by Wall St. Rank hold PRO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining PROS Holdings position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 268 PROS Holdings shares in Q1 2021, an estimated $14K.
  • Pinnacle Wealth Planning Services first reported a position in PROS Holdings in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's PROS Holdings position peaked at $14K in Q4 2020.
  • 162 funds tracked by Wall St. Rank held PROS Holdings as of Q1 2021.

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