PWPS
PSB

Pinnacle Wealth Planning Services’s PS Business Parks, Inc. PSB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-531
Closed -$71K – 2193
2020
Q4 		$71K Buy
+531
New +$68.3K 0.02% 632

Other funds holding PSB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of PS Business Parks, Inc. (PSB) in Q1 2021, closing a stake of 531 shares — an estimated $71K sold.

Pinnacle Wealth Planning Services first reported a position in PSB in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 209 funds tracked by Wall St. Rank hold PSB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining PS Business Parks, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 531 PS Business Parks, Inc. shares in Q1 2021, an estimated $71K.
  • Pinnacle Wealth Planning Services first reported a position in PS Business Parks, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's PS Business Parks, Inc. position peaked at $71K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q1 2021.

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