PWPS
DBD

Pinnacle Wealth Planning Services’s Diebold Nixdorf Incorporated DBD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-127
Closed -$1K – 2134
2020
Q4 		$1K Buy
+127
New +$1.15K ﹤0.01% 2216

Other funds holding DBD

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Diebold Nixdorf Incorporated (DBD) in Q1 2021, closing a stake of 127 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in DBD in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 193 funds tracked by Wall St. Rank hold DBD as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Diebold Nixdorf Incorporated position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 127 Diebold Nixdorf Incorporated shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Diebold Nixdorf Incorporated in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Diebold Nixdorf Incorporated position peaked at $1K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q1 2021.

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