PWPS
ALR

Pinnacle Wealth Planning Services’s AlerisLife Inc ALR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9
Closed – – 2143
2020
Q4 		$0 Buy
+9
New +$52 ﹤0.01% 2334

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NM
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AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
PCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of AlerisLife Inc (ALR) in Q1 2021, closing a stake of 9 shares.

Pinnacle Wealth Planning Services first reported a position in ALR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 109 funds tracked by Wall St. Rank hold ALR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining AlerisLife Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 9 AlerisLife Inc shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in AlerisLife Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's AlerisLife Inc position peaked at $0 in Q4 2020.
  • 109 funds tracked by Wall St. Rank held AlerisLife Inc as of Q1 2021.

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