PWPS
MDP

Pinnacle Wealth Planning Services’s Meredith Corporation MDP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MDP Stock Details MDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15
Closed – – 2237
2020
Q4 		$0 Buy
+15
New +$244 ﹤0.01% 2339

Other funds holding MDP

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Meredith Corporation (MDP) in Q1 2021, closing a stake of 15 shares.

Pinnacle Wealth Planning Services first reported a position in MDP in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 198 funds tracked by Wall St. Rank hold MDP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Meredith Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 15 Meredith Corporation shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Meredith Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Meredith Corporation position peaked at $0 in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Meredith Corporation as of Q1 2021.

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