PWPS
TARO

Pinnacle Wealth Planning Services’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TARO Stock Details TARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12
Closed -$1K – 2085
2020
Q4 		$1K Buy
+12
New +$771 ﹤0.01% 2210

Other funds holding TARO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in TARO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 80 funds tracked by Wall St. Rank hold TARO as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 12 Taro Pharmaceutical Industries Ltd. shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Taro Pharmaceutical Industries Ltd. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Taro Pharmaceutical Industries Ltd. position peaked at $1K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q1 2021.

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