PWPS
QUOT

Pinnacle Wealth Planning Services’s Quotient Technology Inc QUOT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio QUOT Stock Details QUOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-109
Closed -$1K – 2127
2020
Q4 		$1K Buy
+109
New +$916 ﹤0.01% 2214

Other funds holding QUOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Quotient Technology Inc (QUOT) in Q1 2021, closing a stake of 109 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in QUOT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 143 funds tracked by Wall St. Rank hold QUOT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Quotient Technology Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 109 Quotient Technology Inc shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Quotient Technology Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Quotient Technology Inc position peaked at $1K in Q4 2020.
  • 143 funds tracked by Wall St. Rank held Quotient Technology Inc as of Q1 2021.

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