PWPS
SRG

Pinnacle Wealth Planning Services’s Seritage Growth Properties SRG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-182
Closed -$3K – 1720
2020
Q4 		$3K Buy
+182
New +$2.69K ﹤0.01% 1862

Other funds holding SRG

DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Seritage Growth Properties (SRG) in Q1 2021, closing a stake of 182 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in SRG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 114 funds tracked by Wall St. Rank hold SRG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Seritage Growth Properties position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 182 Seritage Growth Properties shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Seritage Growth Properties in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Seritage Growth Properties position peaked at $3K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q1 2021.

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