PWPS
AT

Pinnacle Wealth Planning Services’s Atlantic Power Corporation AT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AT Stock Details AT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,124
Closed -$7K – 2273
2020
Q4 		$7K Buy
+3,124
New +$6.33K ﹤0.01% 1566
2020
Q1 		– Sell
-17,041
Closed -$39K – 273
2019
Q4 		$39K Buy
17,041
+6,323
+59% +$15K 0.02% 244
2019
Q3 		$25K Buy
+10,718
New +$25.7K 0.01% 206

Other funds holding AT

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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Atlantic Power Corporation (AT) in Q1 2021, closing a stake of 3,124 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in AT in Q3 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 122 funds tracked by Wall St. Rank hold AT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Atlantic Power Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,124 Atlantic Power Corporation shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Atlantic Power Corporation in Q3 2019 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Atlantic Power Corporation position peaked at $39K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q1 2021.

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