PWPS
PZN

Pinnacle Wealth Planning Services’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PZN Stock Details PZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-917
Closed -$7K – 2162
2020
Q4 		$7K Buy
+917
New +$5.81K ﹤0.01% 1561

Other funds holding PZN

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Pzena Investment Management, Inc. Class A (PZN) in Q1 2021, closing a stake of 917 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in PZN in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 73 funds tracked by Wall St. Rank hold PZN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Pzena Investment Management, Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 917 Pzena Investment Management, Inc. Class A shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Pzena Investment Management, Inc. Class A in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Pzena Investment Management, Inc. Class A position peaked at $7K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q1 2021.

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