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Pinnacle Wealth Planning Services’s Mesa Laboratories MLAB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MLAB Stock Details MLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9
Closed -$3K – 1305
2020
Q4 		$3K Buy
+9
New +$2.48K ﹤0.01% 1838

Other funds holding MLAB

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CCA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Mesa Laboratories (MLAB) in Q1 2021, closing a stake of 9 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in MLAB in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 173 funds tracked by Wall St. Rank hold MLAB as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Mesa Laboratories position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 9 Mesa Laboratories shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Mesa Laboratories in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Mesa Laboratories position peaked at $3K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Mesa Laboratories as of Q1 2021.

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