PWPS
ATRI

Pinnacle Wealth Planning Services’s Atrion Corp ATRI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ATRI Stock Details ATRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-23
Closed -$15K – 2068
2020
Q4 		$15K Buy
+23
New +$14.3K ﹤0.01% 1275

Other funds holding ATRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Atrion Corp (ATRI) in Q1 2021, closing a stake of 23 shares — an estimated $15K sold.

Pinnacle Wealth Planning Services first reported a position in ATRI in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 122 funds tracked by Wall St. Rank hold ATRI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Atrion Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 23 Atrion Corp shares in Q1 2021, an estimated $15K.
  • Pinnacle Wealth Planning Services first reported a position in Atrion Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Atrion Corp position peaked at $15K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Atrion Corp as of Q1 2021.

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