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Pinnacle Wealth Planning Services’s KVH Industries KVHI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,021
Closed -$34K – 1208
2020
Q4 		$34K Buy
+3,021
New +$29.9K 0.01% 952

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of KVH Industries (KVHI) in Q1 2021, closing a stake of 3,021 shares — an estimated $34K sold.

Pinnacle Wealth Planning Services first reported a position in KVHI in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 66 funds tracked by Wall St. Rank hold KVHI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining KVH Industries position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,021 KVH Industries shares in Q1 2021, an estimated $34K.
  • Pinnacle Wealth Planning Services first reported a position in KVH Industries in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's KVH Industries position peaked at $34K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held KVH Industries as of Q1 2021.

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