PWPS
FOE

Pinnacle Wealth Planning Services’s Ferro Corporation FOE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FOE Stock Details FOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-787
Closed -$12K – 2211
2020
Q4 		$12K Buy
+787
New +$10.9K ﹤0.01% 1341

Other funds holding FOE

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Ferro Corporation (FOE) in Q1 2021, closing a stake of 787 shares — an estimated $12K sold.

Pinnacle Wealth Planning Services first reported a position in FOE in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 170 funds tracked by Wall St. Rank hold FOE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Ferro Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 787 Ferro Corporation shares in Q1 2021, an estimated $12K.
  • Pinnacle Wealth Planning Services first reported a position in Ferro Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Ferro Corporation position peaked at $12K in Q4 2020.
  • 170 funds tracked by Wall St. Rank held Ferro Corporation as of Q1 2021.

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