PWPS
IHC

Pinnacle Wealth Planning Services’s Independence Holding Company IHC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4
Closed – – 2324
2020
Q4 		$0 Buy
+4
New +$160 ﹤0.01% 2348

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Independence Holding Company (IHC) in Q1 2021, closing a stake of 4 shares.

Pinnacle Wealth Planning Services first reported a position in IHC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 57 funds tracked by Wall St. Rank hold IHC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Independence Holding Company position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4 Independence Holding Company shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Independence Holding Company in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Independence Holding Company position peaked at $0 in Q4 2020.
  • 57 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2021.

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