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Pinnacle Wealth Planning Services’s Puma Biotechnology PBYI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,749
Closed -$51K – 470
2021
Q4 		$51K Buy
+16,749
New +$72.7K 0.01% 419

Other funds holding PBYI

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACM
Athyrium Capital Management New York $8.69M AUM 34.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's PBYI Position: Q1 2022 in Review

Pinnacle Wealth Planning Services sold out of Puma Biotechnology (PBYI) in Q1 2022, closing a stake of 16,749 shares — an estimated $51K sold.

Pinnacle Wealth Planning Services first reported a position in PBYI in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 104 funds tracked by Wall St. Rank hold PBYI as of Q1 2022.

  • Pinnacle Wealth Planning Services reported no remaining Puma Biotechnology position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 16,749 Puma Biotechnology shares in Q1 2022, an estimated $51K.
  • Pinnacle Wealth Planning Services first reported a position in Puma Biotechnology in Q4 2021 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Puma Biotechnology position peaked at $51K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Puma Biotechnology as of Q1 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2022, filed 20 Apr 2022.