PWPS
SAVE

Pinnacle Wealth Planning Services’s Spirit Airlines, Inc. SAVE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-285
Closed -$7K – 2052
2020
Q4 		$7K Buy
+285
New +$5.9K ﹤0.01% 1556

Other funds holding SAVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Spirit Airlines, Inc. (SAVE) in Q1 2021, closing a stake of 285 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in SAVE in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 275 funds tracked by Wall St. Rank hold SAVE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Spirit Airlines, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 285 Spirit Airlines, Inc. shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in Spirit Airlines, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Spirit Airlines, Inc. position peaked at $7K in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q1 2021.

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