PWPS
IVC

Pinnacle Wealth Planning Services’s Invacare Corporation IVC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-268
Closed -$2K – 2153
2020
Q4 		$2K Buy
+268
New +$2.23K ﹤0.01% 2019

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Invacare Corporation (IVC) in Q1 2021, closing a stake of 268 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in IVC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 135 funds tracked by Wall St. Rank hold IVC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Invacare Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 268 Invacare Corporation shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Invacare Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Invacare Corporation position peaked at $2K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2021.

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