PWPS
ALLK

Pinnacle Wealth Planning Services’s Allakos ALLK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALLK Stock Details ALLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-142
Closed -$20K – 402
2020
Q4 		$20K Buy
+142
New +$14.8K ﹤0.01% 1145

Other funds holding ALLK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RVM
RiverVest Venture Management St. Louis, Missouri $6.84M AUM 7.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Allakos (ALLK) in Q1 2021, closing a stake of 142 shares — an estimated $20K sold.

Pinnacle Wealth Planning Services first reported a position in ALLK in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 165 funds tracked by Wall St. Rank hold ALLK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Allakos position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 142 Allakos shares in Q1 2021, an estimated $20K.
  • Pinnacle Wealth Planning Services first reported a position in Allakos in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Allakos position peaked at $20K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Allakos as of Q1 2021.

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