PWPS
REGI

Pinnacle Wealth Planning Services’s Renewable Energy Group, Inc. REGI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-301
Closed -$21K – 2321
2020
Q4 		$21K Buy
+301
New +$18.4K 0.01% 1142

Other funds holding REGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Renewable Energy Group, Inc. (REGI) in Q1 2021, closing a stake of 301 shares — an estimated $21K sold.

Pinnacle Wealth Planning Services first reported a position in REGI in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 298 funds tracked by Wall St. Rank hold REGI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Renewable Energy Group, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 301 Renewable Energy Group, Inc. shares in Q1 2021, an estimated $21K.
  • Pinnacle Wealth Planning Services first reported a position in Renewable Energy Group, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Renewable Energy Group, Inc. position peaked at $21K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q1 2021.

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