PWPS
PINC

Pinnacle Wealth Planning Services’s Premier PINC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-42
Closed -$1K – 1508
2020
Q4 		$1K Buy
+42
New +$1.45K ﹤0.01% 2157

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Premier (PINC) in Q1 2021, closing a stake of 42 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in PINC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 224 funds tracked by Wall St. Rank hold PINC as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Premier position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 42 Premier shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Premier in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Premier position peaked at $1K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held Premier as of Q1 2021.

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