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Pinnacle Wealth Planning Services’s James River Group Holdings JRVR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-81
Closed -$4K – 1174
2020
Q4 		$4K Buy
+81
New +$3.92K ﹤0.01% 1733

Other funds holding JRVR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 JRVR Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of James River Group Holdings (JRVR) in Q1 2021, closing a stake of 81 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in JRVR in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 163 funds tracked by Wall St. Rank hold JRVR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining James River Group Holdings position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 81 James River Group Holdings shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in James River Group Holdings in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's James River Group Holdings position peaked at $4K in Q4 2020.
  • 163 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2021.

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