PWPS
ACH

Pinnacle Wealth Planning Services’s Accendra Health ACH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-265
Closed -$7K – 1448
2020
Q4 		$7K Buy
+265
New +$6.82K ﹤0.01% 1540

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 265 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in ACH in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 265 Accendra Health shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Accendra Health in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Accendra Health position peaked at $7K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

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