PWPS
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Pinnacle Wealth Planning Services’s Sea Limited SE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$558K Buy
6,734
+1,393
+26% +$149K 0.06% 197
2025
Q4 		$681K Sell
5,341
-67
-1% -$9.92K 0.07% 159
2025
Q3 		$967K Sell
5,408
-114
-2% -$19.5K 0.11% 103
2025
Q2 		$883K Buy
5,522
+771
+16% +$112K 0.12% 104
2025
Q1 		$620K Buy
4,751
+161
+4% +$20K 0.09% 133
2024
Q4 		$487K Sell
4,590
-859
-16% -$90.3K 0.07% 160
2024
Q3 		$514K Buy
+5,449
New +$411K 0.07% 190
2023
Q2 		– Sell
-3,380
Closed -$293K – 506
2023
Q1 		$293K Buy
+3,380
New +$231K 0.05% 277
2021
Q4 		– Sell
-803
Closed -$256K – 451
2021
Q3 		$256K Buy
+803
New +$246K 0.06% 273
2021
Q1 		– Sell
-15
Closed -$3K – 1655
2020
Q4 		$3K Buy
+15
New +$2.67K ﹤0.01% 1854

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WCM Investment Management
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BlackRock
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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return