PWPS
ALBO

Pinnacle Wealth Planning Services’s Albireo Pharma Inc ALBO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALBO Stock Details ALBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-415
Closed -$16K – 2147
2020
Q4 		$16K Buy
+415
New +$15.1K ﹤0.01% 1253

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BlackRock
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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Albireo Pharma Inc (ALBO) in Q1 2021, closing a stake of 415 shares — an estimated $16K sold.

Pinnacle Wealth Planning Services first reported a position in ALBO in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 100 funds tracked by Wall St. Rank hold ALBO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Albireo Pharma Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 415 Albireo Pharma Inc shares in Q1 2021, an estimated $16K.
  • Pinnacle Wealth Planning Services first reported a position in Albireo Pharma Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Albireo Pharma Inc position peaked at $16K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held Albireo Pharma Inc as of Q1 2021.

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