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Pinnacle Wealth Planning Services’s Afya AFYA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AFYA Stock Details AFYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-41
Closed -$1K – 378
2020
Q4 		$1K Buy
+41
New +$1.06K ﹤0.01% 2040

Other funds holding AFYA

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JSP
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Compass Group New York $2.95M AUM 52.43% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Afya (AFYA) in Q1 2021, closing a stake of 41 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in AFYA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 66 funds tracked by Wall St. Rank hold AFYA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Afya position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 41 Afya shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Afya in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Afya position peaked at $1K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Afya as of Q1 2021.

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