PWPS
FLOW

Pinnacle Wealth Planning Services’s SPX FLOW, Inc. FLOW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FLOW Stock Details FLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-75
Closed -$4K – 2215
2020
Q4 		$4K Buy
+75
New +$3.83K ﹤0.01% 1779

Other funds holding FLOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of SPX FLOW, Inc. (FLOW) in Q1 2021, closing a stake of 75 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in FLOW in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 189 funds tracked by Wall St. Rank hold FLOW as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining SPX FLOW, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 75 SPX FLOW, Inc. shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in SPX FLOW, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's SPX FLOW, Inc. position peaked at $4K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q1 2021.

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