PWPS
CONN

Pinnacle Wealth Planning Services’s Conn's Inc. CONN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CONN Stock Details CONN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-187
Closed -$2K – 2072
2020
Q4 		$2K Buy
+187
New +$2.13K ﹤0.01% 2010

Other funds holding CONN

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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Conn's Inc. (CONN) in Q1 2021, closing a stake of 187 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in CONN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 130 funds tracked by Wall St. Rank hold CONN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Conn's Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 187 Conn's Inc. shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Conn's Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Conn's Inc. position peaked at $2K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Conn's Inc. as of Q1 2021.

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