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Pinnacle Wealth Planning Services’s Delek US DK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,096
Closed -$18K – 777
2020
Q4 		$18K Buy
+1,096
New +$14.5K ﹤0.01% 1190

Other funds holding DK

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Delek US (DK) in Q1 2021, closing a stake of 1,096 shares — an estimated $18K sold.

Pinnacle Wealth Planning Services first reported a position in DK in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 168 funds tracked by Wall St. Rank hold DK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Delek US position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,096 Delek US shares in Q1 2021, an estimated $18K.
  • Pinnacle Wealth Planning Services first reported a position in Delek US in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Delek US position peaked at $18K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held Delek US as of Q1 2021.

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