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Pinnacle Wealth Planning Services’s Spok Holdings SPOK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-136
Closed -$2K – 1708
2020
Q4 		$2K Buy
+136
New +$1.34K ﹤0.01% 1979

Other funds holding SPOK

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Spok Holdings (SPOK) in Q1 2021, closing a stake of 136 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in SPOK in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 102 funds tracked by Wall St. Rank hold SPOK as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Spok Holdings position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 136 Spok Holdings shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Spok Holdings in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Spok Holdings position peaked at $2K in Q4 2020.
  • 102 funds tracked by Wall St. Rank held Spok Holdings as of Q1 2021.

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