PWPS
MSON

Pinnacle Wealth Planning Services’s Misonix Inc MSON Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MSON Stock Details MSON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,736
Closed -$22K – 2244
2020
Q4 		$22K Buy
+1,736
New +$21.9K 0.01% 1130

Other funds holding MSON

SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Misonix Inc (MSON) in Q1 2021, closing a stake of 1,736 shares — an estimated $22K sold.

Pinnacle Wealth Planning Services first reported a position in MSON in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 53 funds tracked by Wall St. Rank hold MSON as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Misonix Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,736 Misonix Inc shares in Q1 2021, an estimated $22K.
  • Pinnacle Wealth Planning Services first reported a position in Misonix Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Misonix Inc position peaked at $22K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held Misonix Inc as of Q1 2021.

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