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Pinnacle Wealth Planning Services’s Dillards DDS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7
Closed – – 759
2020
Q4 		$0 Buy
+7
New +$342 ﹤0.01% 2265

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Dillards (DDS) in Q1 2021, closing a stake of 7 shares.

Pinnacle Wealth Planning Services first reported a position in DDS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 143 funds tracked by Wall St. Rank hold DDS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Dillards position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 7 Dillards shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Dillards in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Dillards position peaked at $0 in Q4 2020.
  • 143 funds tracked by Wall St. Rank held Dillards as of Q1 2021.

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