PWPS
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Pinnacle Wealth Planning Services’s The RealReal REAL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio REAL Stock Details REAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,904
Closed -$116K – 1585
2020
Q4 		$116K Buy
+5,904
New +$91.1K 0.03% 417

Other funds holding REAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BPIH
Broad Peak Investment Holdings Singapore $531M AUM 24.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of The RealReal (REAL) in Q1 2021, closing a stake of 5,904 shares — an estimated $116K sold.

Pinnacle Wealth Planning Services first reported a position in REAL in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 183 funds tracked by Wall St. Rank hold REAL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining The RealReal position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 5,904 The RealReal shares in Q1 2021, an estimated $116K.
  • Pinnacle Wealth Planning Services first reported a position in The RealReal in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's The RealReal position peaked at $116K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held The RealReal as of Q1 2021.

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