PWPS
SAFM

Pinnacle Wealth Planning Services’s Sanderson Farms Inc SAFM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SAFM Stock Details SAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-148
Closed -$20K – 2190
2020
Q4 		$20K Buy
+148
New +$19.5K ﹤0.01% 1163

Other funds holding SAFM

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Sanderson Farms Inc (SAFM) in Q1 2021, closing a stake of 148 shares — an estimated $20K sold.

Pinnacle Wealth Planning Services first reported a position in SAFM in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 262 funds tracked by Wall St. Rank hold SAFM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Sanderson Farms Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 148 Sanderson Farms Inc shares in Q1 2021, an estimated $20K.
  • Pinnacle Wealth Planning Services first reported a position in Sanderson Farms Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Sanderson Farms Inc position peaked at $20K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Sanderson Farms Inc as of Q1 2021.

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