Pinnacle Wealth Planning Services
CAR icon

Pinnacle Wealth Planning Services’s Avis CAR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.07K Sell
10
-6
-38% -$839 ﹤0.01% 2603
2026
Q2 		$2.36K Buy
16
+1
+7% +$220 ﹤0.01% 2442
2026
Q1 		$2.19K Hold
15
– – ﹤0.01% 2432
2025
Q4 		$1.92K Buy
+15
New +$2.09K ﹤0.01% 2489
2021
Q1 		– Sell
-1,773
Closed -$66K – 602
2020
Q4 		$66K Buy
+1,773
New +$62.3K 0.02% 659

Other funds holding CAR

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's CAR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Avis (CAR) stake by 38% in Q3 2026, selling an estimated $839 and leaving 10 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Pinnacle Wealth Planning Services first reported a position in CAR in Q4 2020 and has held it in 5 quarters since. The position peaked at $66K in Q4 2020. 208 funds tracked by Wall St. Rank hold CAR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10 shares of Avis worth $1.07K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 6 Avis shares in Q3 2026, an estimated $839.
  • Avis made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2603 holding.
  • Pinnacle Wealth Planning Services first reported a position in Avis in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Avis position peaked at $66K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Avis as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.