PWPS
AD

Pinnacle Wealth Planning Services’s Array Digital Infrastructure AD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-49
Closed -$2K – 1857
2020
Q4 		$2K Buy
+49
New +$1.49K ﹤0.01% 1995

Other funds holding AD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Array Digital Infrastructure (AD) in Q1 2021, closing a stake of 49 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in AD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 131 funds tracked by Wall St. Rank hold AD as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Array Digital Infrastructure position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 49 Array Digital Infrastructure shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Array Digital Infrastructure in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Array Digital Infrastructure position peaked at $2K in Q4 2020.
  • 131 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q1 2021.

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