PWPS
NP

Pinnacle Wealth Planning Services’s Neenah, Inc. Common Stock NP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-56
Closed -$3K – 2196
2020
Q4 		$3K Buy
+56
New +$2.57K ﹤0.01% 1887

Other funds holding NP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Neenah, Inc. Common Stock (NP) in Q1 2021, closing a stake of 56 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in NP in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 158 funds tracked by Wall St. Rank hold NP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Neenah, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 56 Neenah, Inc. Common Stock shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Neenah, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Neenah, Inc. Common Stock position peaked at $3K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q1 2021.

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