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Pinnacle Wealth Planning Services’s OraSure Technologies OSUR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OSUR Stock Details OSUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-626
Closed -$7K – 1460
2020
Q4 		$7K Buy
+626
New +$8.21K ﹤0.01% 1541

Other funds holding OSUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of OraSure Technologies (OSUR) in Q1 2021, closing a stake of 626 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in OSUR in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 196 funds tracked by Wall St. Rank hold OSUR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining OraSure Technologies position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 626 OraSure Technologies shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in OraSure Technologies in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's OraSure Technologies position peaked at $7K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held OraSure Technologies as of Q1 2021.

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