PWPS
SFE

Pinnacle Wealth Planning Services’s Safeguard Scientifics, Inc. SFE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,185
Closed -$14K – 2103
2020
Q4 		$14K Buy
+2,185
New +$13.6K ﹤0.01% 1294

Other funds holding SFE

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
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2021, closing a stake of 2,185 shares — an estimated $14K sold.

Pinnacle Wealth Planning Services first reported a position in SFE in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 84 funds tracked by Wall St. Rank hold SFE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Safeguard Scientifics, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,185 Safeguard Scientifics, Inc. shares in Q1 2021, an estimated $14K.
  • Pinnacle Wealth Planning Services first reported a position in Safeguard Scientifics, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Safeguard Scientifics, Inc. position peaked at $14K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2021.

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