PWPS
CBD

Pinnacle Wealth Planning Services’s Companhia Brasileira de Distribuicao CBD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CBD Stock Details CBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-158
Closed -$2K – 2094
2020
Q4 		$2K Buy
+158
New +$2.02K ﹤0.01% 2013

Other funds holding CBD

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Companhia Brasileira de Distribuicao (CBD) in Q1 2021, closing a stake of 158 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in CBD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 81 funds tracked by Wall St. Rank hold CBD as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Companhia Brasileira de Distribuicao position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 158 Companhia Brasileira de Distribuicao shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Companhia Brasileira de Distribuicao in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Companhia Brasileira de Distribuicao position peaked at $2K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Companhia Brasileira de Distribuicao as of Q1 2021.

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