PWPS
QADA

Pinnacle Wealth Planning Services’s QAD Inc. QADA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio QADA Stock Details QADA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-39
Closed -$2K – 2328
2020
Q4 		$2K Buy
+39
New +$2K ﹤0.01% 2035

Other funds holding QADA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of QAD Inc. (QADA) in Q1 2021, closing a stake of 39 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in QADA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 106 funds tracked by Wall St. Rank hold QADA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining QAD Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 39 QAD Inc. shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in QAD Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's QAD Inc. position peaked at $2K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held QAD Inc. as of Q1 2021.

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