PWPS
STR

Pinnacle Wealth Planning Services’s Sitio Royalties STR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,256
Closed -$16K – 1735
2020
Q4 		$16K Buy
+1,256
New +$12.7K ﹤0.01% 1245

Other funds holding STR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Sitio Royalties (STR) in Q1 2021, closing a stake of 1,256 shares — an estimated $16K sold.

Pinnacle Wealth Planning Services first reported a position in STR in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 88 funds tracked by Wall St. Rank hold STR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Sitio Royalties position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,256 Sitio Royalties shares in Q1 2021, an estimated $16K.
  • Pinnacle Wealth Planning Services first reported a position in Sitio Royalties in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Sitio Royalties position peaked at $16K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2021.

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