Pinnacle Wealth Planning Services’s Tata Motors Limited TTM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TTM Stock Details TTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-16,459	Closed	-$399K	–	501
2022 Q3	$399K	Sell	16,459 -70	-0.4%	-$1.97K	0.07%	178
2022 Q2	$428K	Buy	16,529 +184	+1%	+$5.04K	0.08%	178
2022 Q1	$457K	Sell	16,345 -124	-0.8%	-$3.83K	0.08%	180
2021 Q4	$528K	Sell	16,469 -25	-0.2%	-$787	0.1%	146
2021 Q3	$370K	Buy	16,494 +214	+1%	+$4.35K	0.08%	206
2021 Q2	$371K	Buy	16,280 +66	+0.4%	+$1.42K	0.09%	191
2021 Q1	$337K	Buy	16,214 +117	+0.7%	+$2.36K	0.09%	200
2020 Q4	$203K	Sell	16,097 -118	-0.7%	-$1.26K	0.05%	275
2020 Q3	$147K	Sell	16,215 -320	-2%	-$2.66K	0.05%	251
2020 Q2	$109K	Buy	+16,535	New	+$95.3K	0.04%	249

Other funds holding TTM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's TTM Position: Q4 2022 in Review

Pinnacle Wealth Planning Services sold out of Tata Motors Limited (TTM) in Q4 2022, closing a stake of 16,459 shares — an estimated $399K sold.

Pinnacle Wealth Planning Services first reported a position in TTM in Q2 2020 and held it in 10 quarters. The position peaked at $528K in Q4 2021. 137 funds tracked by Wall St. Rank hold TTM as of Q4 2022.

Pinnacle Wealth Planning Services reported no remaining Tata Motors Limited position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 16,459 Tata Motors Limited shares in Q4 2022, an estimated $399K.
Pinnacle Wealth Planning Services first reported a position in Tata Motors Limited in Q2 2020 and held it in 10 quarters.
Pinnacle Wealth Planning Services's Tata Motors Limited position peaked at $528K in Q4 2021.
137 funds tracked by Wall St. Rank held Tata Motors Limited as of Q4 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2022, filed 13 Feb 2023.