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Pinnacle Wealth Planning Services’s Kodiak Sciences KOD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-188
Closed -$28K – 1197
2020
Q4 		$28K Buy
+188
New +$21K 0.01% 1021

Other funds holding KOD

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Kodiak Sciences (KOD) in Q1 2021, closing a stake of 188 shares — an estimated $28K sold.

Pinnacle Wealth Planning Services first reported a position in KOD in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 167 funds tracked by Wall St. Rank hold KOD as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Kodiak Sciences position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 188 Kodiak Sciences shares in Q1 2021, an estimated $28K.
  • Pinnacle Wealth Planning Services first reported a position in Kodiak Sciences in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Kodiak Sciences position peaked at $28K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2021.

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