PWPS
KNL

Pinnacle Wealth Planning Services’s Knoll, Inc. KNL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-138
Closed -$2K – 2312
2020
Q4 		$2K Buy
+138
New +$1.86K ﹤0.01% 2034

Other funds holding KNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Knoll, Inc. (KNL) in Q1 2021, closing a stake of 138 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in KNL in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 130 funds tracked by Wall St. Rank hold KNL as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Knoll, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 138 Knoll, Inc. shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Knoll, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Knoll, Inc. position peaked at $2K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Knoll, Inc. as of Q1 2021.

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