PWPS
HSII

Pinnacle Wealth Planning Services’s Heidrick & Struggles HSII Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-21
Closed -$1K – 1065
2020
Q4 		$1K Buy
+21
New +$527 ﹤0.01% 2124

Other funds holding HSII

BlackRock
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 HSII Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Heidrick & Struggles (HSII) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in HSII in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 149 funds tracked by Wall St. Rank hold HSII as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Heidrick & Struggles position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 21 Heidrick & Struggles shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Heidrick & Struggles in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Heidrick & Struggles position peaked at $1K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2021.

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