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Pinnacle Wealth Planning Services’s Nu Skin NUS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-52
Closed -$3K – 1411
2020
Q4 		$3K Buy
+52
New +$2.74K ﹤0.01% 1843

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Nu Skin (NUS) in Q1 2021, closing a stake of 52 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in NUS in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 276 funds tracked by Wall St. Rank hold NUS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Nu Skin position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 52 Nu Skin shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in Nu Skin in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Nu Skin position peaked at $3K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Nu Skin as of Q1 2021.

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