PWPS
ODP

Pinnacle Wealth Planning Services’s ODP ODP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ODP Stock Details ODP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-52
Closed -$2K – 1431
2020
Q4 		$2K Buy
+52
New +$1.31K ﹤0.01% 1957

Other funds holding ODP

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
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of ODP (ODP) in Q1 2021, closing a stake of 52 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in ODP in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 191 funds tracked by Wall St. Rank hold ODP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining ODP position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 52 ODP shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in ODP in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ODP position peaked at $2K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held ODP as of Q1 2021.

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