PWPS
TRUE

Pinnacle Wealth Planning Services’s TrueCar TRUE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,366
Closed -$49K – 477
2022
Q1 		$49K Buy
+12,366
New +$43.7K 0.01% 425
2021
Q1 		– Sell
-1,503
Closed -$6K – 1812
2020
Q4 		$6K Buy
+1,503
New +$6.7K ﹤0.01% 1609

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 TRUE Position: Q2 2022 in Review

Pinnacle Wealth Planning Services sold out of TrueCar (TRUE) in Q2 2022, closing a stake of 12,366 shares — an estimated $49K sold.

Pinnacle Wealth Planning Services first reported a position in TRUE in Q4 2020 and held it in 2 quarters. The position peaked at $49K in Q1 2022. 109 funds tracked by Wall St. Rank hold TRUE as of Q2 2022.

  • Pinnacle Wealth Planning Services reported no remaining TrueCar position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 12,366 TrueCar shares in Q2 2022, an estimated $49K.
  • Pinnacle Wealth Planning Services first reported a position in TrueCar in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's TrueCar position peaked at $49K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held TrueCar as of Q2 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2022, filed 3 Aug 2022.