PWPS
SPR

Pinnacle Wealth Planning Services’s Spirit AeroSystems SPR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-41
Closed -$2K – 1710
2020
Q4 		$2K Buy
+41
New +$1.18K ﹤0.01% 1980

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Spirit AeroSystems (SPR) in Q1 2021, closing a stake of 41 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in SPR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 325 funds tracked by Wall St. Rank hold SPR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Spirit AeroSystems position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 41 Spirit AeroSystems shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Spirit AeroSystems in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Spirit AeroSystems position peaked at $2K in Q4 2020.
  • 325 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q1 2021.

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