PWPS
TBNK

Pinnacle Wealth Planning Services’s Territorial Bancorp Inc. TBNK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TBNK Stock Details TBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,146
Closed -$27K – 2040
2020
Q4 		$27K Buy
+1,146
New +$25.8K 0.01% 1043

Other funds holding TBNK

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Territorial Bancorp Inc. (TBNK) in Q1 2021, closing a stake of 1,146 shares — an estimated $27K sold.

Pinnacle Wealth Planning Services first reported a position in TBNK in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 75 funds tracked by Wall St. Rank hold TBNK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Territorial Bancorp Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,146 Territorial Bancorp Inc. shares in Q1 2021, an estimated $27K.
  • Pinnacle Wealth Planning Services first reported a position in Territorial Bancorp Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Territorial Bancorp Inc. position peaked at $27K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Territorial Bancorp Inc. as of Q1 2021.

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