PWPS
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Pinnacle Wealth Planning Services’s LENSAR LNSR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LNSR Stock Details LNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-288
Closed -$2K – 1243
2020
Q4 		$2K Buy
+288
New +$2.47K ﹤0.01% 1948

Other funds holding LNSR

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PWAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 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
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of LENSAR (LNSR) in Q1 2021, closing a stake of 288 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in LNSR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 62 funds tracked by Wall St. Rank hold LNSR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining LENSAR position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 288 LENSAR shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in LENSAR in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's LENSAR position peaked at $2K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held LENSAR as of Q1 2021.

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