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Pinnacle Wealth Planning Services’s W&T Offshore WTI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,229
Closed -$49.9K – 568
2024
Q3 		$49.9K Sell
23,229
-522
-2% -$1.16K 0.01% 525
2024
Q2 		$50.8K Buy
23,751
+7,986
+51% +$18.5K 0.01% 503
2024
Q1 		$41.8K Buy
+15,765
New +$45.1K 0.01% 506

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's WTI Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of W&T Offshore (WTI) in Q4 2024, closing a stake of 23,229 shares — an estimated $49.9K sold.

Pinnacle Wealth Planning Services first reported a position in WTI in Q1 2024 and held it in 3 quarters. The position peaked at $50.8K in Q2 2024. 127 funds tracked by Wall St. Rank hold WTI as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining W&T Offshore position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 23,229 W&T Offshore shares in Q4 2024, an estimated $49.9K.
  • Pinnacle Wealth Planning Services first reported a position in W&T Offshore in Q1 2024 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's W&T Offshore position peaked at $50.8K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.