PWPS
CD

Pinnacle Wealth Planning Services’s Chindata Group Holdings Limited American Depositary Shares CD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,670
Closed -$112K – 490
2022
Q1 		$112K Buy
+17,670
New +$97.5K 0.02% 397

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KFA
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MAMHA
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OTPPB
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WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's CD Position: Q2 2022 in Review

Pinnacle Wealth Planning Services sold out of Chindata Group Holdings Limited American Depositary Shares (CD) in Q2 2022, closing a stake of 17,670 shares — an estimated $112K sold.

Pinnacle Wealth Planning Services first reported a position in CD in Q1 2022 and held it in 1 quarter. The position peaked at $112K in Q1 2022. 105 funds tracked by Wall St. Rank hold CD as of Q2 2022.

  • Pinnacle Wealth Planning Services reported no remaining Chindata Group Holdings Limited American Depositary Shares position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 17,670 Chindata Group Holdings Limited American Depositary Shares shares in Q2 2022, an estimated $112K.
  • Pinnacle Wealth Planning Services first reported a position in Chindata Group Holdings Limited American Depositary Shares in Q1 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Chindata Group Holdings Limited American Depositary Shares position peaked at $112K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Chindata Group Holdings Limited American Depositary Shares as of Q2 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2022, filed 3 Aug 2022.