PWPS
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Pinnacle Wealth Planning Services’s Solid Power SLDP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-37,442
Closed -$113K – 507
2023
Q1 		$113K Sell
37,442
-3,843
-9% -$11.6K 0.02% 430
2022
Q4 		$105K Buy
+41,285
New +$176K 0.02% 395

Other funds holding SLDP

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
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's SLDP Position: Q2 2023 in Review

Pinnacle Wealth Planning Services sold out of Solid Power (SLDP) in Q2 2023, closing a stake of 37,442 shares — an estimated $113K sold.

Pinnacle Wealth Planning Services first reported a position in SLDP in Q4 2022 and held it in 2 quarters. The position peaked at $113K in Q1 2023. 151 funds tracked by Wall St. Rank hold SLDP as of Q2 2023.

  • Pinnacle Wealth Planning Services reported no remaining Solid Power position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 37,442 Solid Power shares in Q2 2023, an estimated $113K.
  • Pinnacle Wealth Planning Services first reported a position in Solid Power in Q4 2022 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Solid Power position peaked at $113K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Solid Power as of Q2 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2023, filed 7 Aug 2023.