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Pinnacle Wealth Planning Services’s Emergent Biosolutions EBS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-578
Closed -$52K – 806
2020
Q4 		$52K Buy
+578
New +$53K 0.01% 772

Other funds holding EBS

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Emergent Biosolutions (EBS) in Q1 2021, closing a stake of 578 shares — an estimated $52K sold.

Pinnacle Wealth Planning Services first reported a position in EBS in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 340 funds tracked by Wall St. Rank hold EBS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Emergent Biosolutions position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 578 Emergent Biosolutions shares in Q1 2021, an estimated $52K.
  • Pinnacle Wealth Planning Services first reported a position in Emergent Biosolutions in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Emergent Biosolutions position peaked at $52K in Q4 2020.
  • 340 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2021.

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