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Pinnacle Wealth Planning Services’s American Public Education APEI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-21
Closed -$1K – 438
2020
Q4 		$1K Buy
+21
New +$646 ﹤0.01% 2049

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CIC
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SFM
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OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
State Street
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Pinnacle Wealth Planning Services's APEI Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of American Public Education (APEI) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in APEI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 139 funds tracked by Wall St. Rank hold APEI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining American Public Education position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 21 American Public Education shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in American Public Education in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's American Public Education position peaked at $1K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held American Public Education as of Q1 2021.

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