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Pinion Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Pinion Investment Advisors’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-15,697
Closed -$276K – 147
2021
Q2 		$276K Buy
+15,697
New +$283K 0.22% 129

Other funds holding BAR

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RBA
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Pinion Investment Advisors's BAR Position: Q3 2021 in Review

Pinion Investment Advisors sold out of GraniteShares Gold Shares (BAR) in Q3 2021, closing a stake of 15,697 shares — an estimated $276K sold.

Pinion Investment Advisors first reported a position in BAR in Q2 2021 and held it in 1 quarter. The position peaked at $276K in Q2 2021. 95 funds tracked by Wall St. Rank hold BAR as of Q3 2021.

  • Pinion Investment Advisors reported no remaining GraniteShares Gold Shares position as of Q3 2021 after selling out during the quarter.
  • Pinion Investment Advisors sold 15,697 GraniteShares Gold Shares shares in Q3 2021, an estimated $276K.
  • Pinion Investment Advisors first reported a position in GraniteShares Gold Shares in Q2 2021 and held it in 1 quarter.
  • Pinion Investment Advisors's GraniteShares Gold Shares position peaked at $276K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2021.

Based on Pinion Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.