PWPS
FARO

Pinnacle Wealth Planning Services’s Faro Technologies FARO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FARO Stock Details FARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-98
Closed -$7K – 890
2020
Q4 		$7K Buy
+98
New +$6.48K ﹤0.01% 1515

Other funds holding FARO

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Faro Technologies (FARO) in Q1 2021, closing a stake of 98 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in FARO in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 163 funds tracked by Wall St. Rank hold FARO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Faro Technologies position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 98 Faro Technologies shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Faro Technologies in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Faro Technologies position peaked at $7K in Q4 2020.
  • 163 funds tracked by Wall St. Rank held Faro Technologies as of Q1 2021.

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