TIM
PAPL

Total Investment Management’s Pineapple Financial PAPL Stock Holding History

Total Investment Management’s Portfolio PAPL Stock Details PAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,178
Closed -$29.8K – 79
2024
Q3 		$29.8K Buy
+2,178
New +$37.2K ﹤0.01% 71

Other funds holding PAPL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Total Investment Management's PAPL Position: Q4 2024 in Review

Total Investment Management sold out of Pineapple Financial (PAPL) in Q4 2024, closing a stake of 2,178 shares — an estimated $29.8K sold.

Total Investment Management first reported a position in PAPL in Q3 2024 and held it in 1 quarter. The position peaked at $29.8K in Q3 2024. 8 funds tracked by Wall St. Rank hold PAPL as of Q4 2024.

  • Total Investment Management reported no remaining Pineapple Financial position as of Q4 2024 after selling out during the quarter.
  • Total Investment Management sold 2,178 Pineapple Financial shares in Q4 2024, an estimated $29.8K.
  • Total Investment Management first reported a position in Pineapple Financial in Q3 2024 and held it in 1 quarter.
  • Total Investment Management's Pineapple Financial position peaked at $29.8K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Pineapple Financial as of Q4 2024.

Based on Total Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.