PWPS
TSE

Pinnacle Wealth Planning Services’s Trinseo TSE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TSE Stock Details TSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-224
Closed -$11K – 1816
2020
Q4 		$11K Buy
+224
New +$8.54K ﹤0.01% 1368

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State Street
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LSV Asset Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Trinseo (TSE) in Q1 2021, closing a stake of 224 shares — an estimated $11K sold.

Pinnacle Wealth Planning Services first reported a position in TSE in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 208 funds tracked by Wall St. Rank hold TSE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Trinseo position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 224 Trinseo shares in Q1 2021, an estimated $11K.
  • Pinnacle Wealth Planning Services first reported a position in Trinseo in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Trinseo position peaked at $11K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Trinseo as of Q1 2021.

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