PWPS
SPTN

Pinnacle Wealth Planning Services’s SpartanNash SPTN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-38
Closed -$1K – 1712
2020
Q4 		$1K Buy
+38
New +$709 ﹤0.01% 2177

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of SpartanNash (SPTN) in Q1 2021, closing a stake of 38 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in SPTN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 189 funds tracked by Wall St. Rank hold SPTN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining SpartanNash position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 38 SpartanNash shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in SpartanNash in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's SpartanNash position peaked at $1K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held SpartanNash as of Q1 2021.

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