Wealth Enhancement Advisory Services
PNST

Wealth Enhancement Advisory Services’s Pinstripes Holdings, Inc. PNST Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PNST Stock Details PNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-620,721
Closed -$245K – 3204
2024
Q4 		$245K Sell
620,721
-1,631
-0.3% -$1.14K ﹤0.01% 2545
2024
Q3 		$477K Sell
622,352
-866
-0.1% -$1.64K ﹤0.01% 1858
2024
Q2 		$1.71M Sell
623,218
-767
-0.1% -$2.26K ﹤0.01% 1054
2024
Q1 		$2.03M Buy
+623,985
New +$2.51M 0.01% 937

Other funds holding PNST

KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's PNST Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Pinstripes Holdings, Inc. (PNST) in Q1 2025, closing a stake of 620,721 shares — an estimated $245K sold.

Wealth Enhancement Advisory Services first reported a position in PNST in Q1 2024 and held it in 4 quarters. The position peaked at $2.03M in Q1 2024. 8 funds tracked by Wall St. Rank hold PNST as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Pinstripes Holdings, Inc. position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 620,721 Pinstripes Holdings, Inc. shares in Q1 2025, an estimated $245K.
  • Wealth Enhancement Advisory Services first reported a position in Pinstripes Holdings, Inc. in Q1 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Pinstripes Holdings, Inc. position peaked at $2.03M in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Pinstripes Holdings, Inc. as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.