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Pinnacle Wealth Planning Services’s United States Lime & Minerals USLM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,005
Closed -$23K – 1858
2020
Q4 		$23K Buy
+1,005
New +$20.8K 0.01% 1107

Other funds holding USLM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of United States Lime & Minerals (USLM) in Q1 2021, closing a stake of 1,005 shares — an estimated $23K sold.

Pinnacle Wealth Planning Services first reported a position in USLM in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 65 funds tracked by Wall St. Rank hold USLM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining United States Lime & Minerals position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,005 United States Lime & Minerals shares in Q1 2021, an estimated $23K.
  • Pinnacle Wealth Planning Services first reported a position in United States Lime & Minerals in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's United States Lime & Minerals position peaked at $23K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2021.

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