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Pinnacle Wealth Planning Services’s Cosan CSAN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CSAN Stock Details CSAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,988
Closed -$105K – 429
2024
Q3 		$105K Sell
10,988
-777
-7% -$7.53K 0.01% 506
2024
Q2 		$115K Buy
+11,765
New +$127K 0.02% 471

Other funds holding CSAN

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IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Moon Capital Management New York $166M AUM 54.85% 1-Year Est. Return
MC
Martin Currie Edinburgh, United Kingdom $2.61B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's CSAN Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of Cosan (CSAN) in Q4 2024, closing a stake of 10,988 shares — an estimated $105K sold.

Pinnacle Wealth Planning Services first reported a position in CSAN in Q2 2024 and held it in 2 quarters. The position peaked at $115K in Q2 2024. 86 funds tracked by Wall St. Rank hold CSAN as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining Cosan position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 10,988 Cosan shares in Q4 2024, an estimated $105K.
  • Pinnacle Wealth Planning Services first reported a position in Cosan in Q2 2024 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Cosan position peaked at $115K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Cosan as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.