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Pinnacle Wealth Planning Services’s Camden National CAC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CAC Stock Details CAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed -$1K – 594
2020
Q4 		$1K Buy
+16
New +$550 ﹤0.01% 2075

Other funds holding CAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Camden National (CAC) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in CAC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 145 funds tracked by Wall St. Rank hold CAC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Camden National position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 16 Camden National shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Camden National in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Camden National position peaked at $1K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Camden National as of Q1 2021.

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