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Pinnacle Wealth Planning Services’s Tredegar Corp TG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TG Stock Details TG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-778
Closed -$13K – 1774
2020
Q4 		$13K Buy
+778
New +$13.1K ﹤0.01% 1318

Other funds holding TG

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Tredegar Corp (TG) in Q1 2021, closing a stake of 778 shares — an estimated $13K sold.

Pinnacle Wealth Planning Services first reported a position in TG in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 128 funds tracked by Wall St. Rank hold TG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Tredegar Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 778 Tredegar Corp shares in Q1 2021, an estimated $13K.
  • Pinnacle Wealth Planning Services first reported a position in Tredegar Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Tredegar Corp position peaked at $13K in Q4 2020.
  • 128 funds tracked by Wall St. Rank held Tredegar Corp as of Q1 2021.

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