PWPS
HSKA

Pinnacle Wealth Planning Services’s Heska Corp HSKA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HSKA Stock Details HSKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-105
Closed -$15K – 2318
2020
Q4 		$15K Buy
+105
New +$13.1K ﹤0.01% 1277

Other funds holding HSKA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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

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

Pinnacle Wealth Planning Services sold out of Heska Corp (HSKA) in Q1 2021, closing a stake of 105 shares — an estimated $15K sold.

Pinnacle Wealth Planning Services first reported a position in HSKA in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 186 funds tracked by Wall St. Rank hold HSKA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Heska Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 105 Heska Corp shares in Q1 2021, an estimated $15K.
  • Pinnacle Wealth Planning Services first reported a position in Heska Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Heska Corp position peaked at $15K in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Heska Corp as of Q1 2021.

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