PWPS
SCS

Pinnacle Wealth Planning Services’s Steelcase SCS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-806
Closed -$11K – 1650
2020
Q4 		$11K Buy
+806
New +$9.87K ﹤0.01% 1364

Other funds holding SCS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Steelcase (SCS) in Q1 2021, closing a stake of 806 shares — an estimated $11K sold.

Pinnacle Wealth Planning Services first reported a position in SCS in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 202 funds tracked by Wall St. Rank hold SCS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Steelcase position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 806 Steelcase shares in Q1 2021, an estimated $11K.
  • Pinnacle Wealth Planning Services first reported a position in Steelcase in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Steelcase position peaked at $11K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held Steelcase as of Q1 2021.

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