PWPS
RMBI icon

Pinnacle Wealth Planning Services’s Richmond Mutual Bancorp RMBI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RMBI Stock Details RMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,097
Closed -$42K – 1609
2020
Q4 		$42K Buy
+3,097
New +$38K 0.01% 871

Other funds holding RMBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Richmond Mutual Bancorp (RMBI) in Q1 2021, closing a stake of 3,097 shares — an estimated $42K sold.

Pinnacle Wealth Planning Services first reported a position in RMBI in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 46 funds tracked by Wall St. Rank hold RMBI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Richmond Mutual Bancorp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,097 Richmond Mutual Bancorp shares in Q1 2021, an estimated $42K.
  • Pinnacle Wealth Planning Services first reported a position in Richmond Mutual Bancorp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Richmond Mutual Bancorp position peaked at $42K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q1 2021.

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