PWPS
CPIX icon

Pinnacle Wealth Planning Services’s Cumberland Pharmaceuticals CPIX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15
Closed – – 699
2020
Q4 		$0 Buy
+15
New +$45 ﹤0.01% 2260

Other funds holding CPIX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.33B AUM 19.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Cumberland Pharmaceuticals (CPIX) in Q1 2021, closing a stake of 15 shares.

Pinnacle Wealth Planning Services first reported a position in CPIX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 31 funds tracked by Wall St. Rank hold CPIX as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cumberland Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 15 Cumberland Pharmaceuticals shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Cumberland Pharmaceuticals in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cumberland Pharmaceuticals position peaked at $0 in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q1 2021.

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