PWPS
CIR

Pinnacle Wealth Planning Services’s CIRCOR International, Inc CIR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CIR Stock Details CIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-807
Closed -$31K – 2121
2020
Q4 		$31K Buy
+807
New +$26.7K 0.01% 996

Other funds holding CIR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of CIRCOR International, Inc (CIR) in Q1 2021, closing a stake of 807 shares — an estimated $31K sold.

Pinnacle Wealth Planning Services first reported a position in CIR in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 119 funds tracked by Wall St. Rank hold CIR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining CIRCOR International, Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 807 CIRCOR International, Inc shares in Q1 2021, an estimated $31K.
  • Pinnacle Wealth Planning Services first reported a position in CIRCOR International, Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's CIRCOR International, Inc position peaked at $31K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held CIRCOR International, Inc as of Q1 2021.

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