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Pinnacle Wealth Planning Services’s Superior Group of Companies SGC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,212
Closed -$28K – 1664
2020
Q4 		$28K Buy
+1,212
New +$28.6K 0.01% 1025

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Pinnacle Wealth Planning Services sold out of Superior Group of Companies (SGC) in Q1 2021, closing a stake of 1,212 shares — an estimated $28K sold.

Pinnacle Wealth Planning Services first reported a position in SGC in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 75 funds tracked by Wall St. Rank hold SGC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Superior Group of Companies position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,212 Superior Group of Companies shares in Q1 2021, an estimated $28K.
  • Pinnacle Wealth Planning Services first reported a position in Superior Group of Companies in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Superior Group of Companies position peaked at $28K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2021.

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