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Pinnacle Wealth Planning Services’s Cue Biopharma CUE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CUE Stock Details CUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9
Closed -$3K – 726
2020
Q4 		$3K Buy
+9
New +$3.6K ﹤0.01% 1802

Other funds holding CUE

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CA
Corriente Advisors Fort Worth, Texas $9.53M AUM 805.26% 1-Year Est. Return
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Cue Biopharma (CUE) in Q1 2021, closing a stake of 9 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in CUE in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 89 funds tracked by Wall St. Rank hold CUE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cue Biopharma position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 9 Cue Biopharma shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Cue Biopharma in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cue Biopharma position peaked at $3K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Cue Biopharma as of Q1 2021.

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