PWPS
ASHS icon

Pinnacle Wealth Planning Services’s Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF ASHS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ASHS Stock Details ASHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$2K – 463
2020
Q4 		$2K Buy
+50
New +$1.74K ﹤0.01% 1901

Other funds holding ASHS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF (ASHS) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in ASHS in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 11 funds tracked by Wall St. Rank hold ASHS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 50 Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF position peaked at $2K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF as of Q1 2021.

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