PWPS
EVOP

Pinnacle Wealth Planning Services’s EVO Payments, Inc. Class A Common Stock EVOP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EVOP Stock Details EVOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-851
Closed -$23K – 2141
2020
Q4 		$23K Buy
+851
New +$21.4K 0.01% 1112

Other funds holding EVOP

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of EVO Payments, Inc. Class A Common Stock (EVOP) in Q1 2021, closing a stake of 851 shares — an estimated $23K sold.

Pinnacle Wealth Planning Services first reported a position in EVOP in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 117 funds tracked by Wall St. Rank hold EVOP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining EVO Payments, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 851 EVO Payments, Inc. Class A Common Stock shares in Q1 2021, an estimated $23K.
  • Pinnacle Wealth Planning Services first reported a position in EVO Payments, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's EVO Payments, Inc. Class A Common Stock position peaked at $23K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held EVO Payments, Inc. Class A Common Stock as of Q1 2021.

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