PWPS
UFS

Pinnacle Wealth Planning Services’s DOMTAR CORPORATION (New) UFS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-142
Closed -$4K – 2326
2020
Q4 		$4K Buy
+142
New +$4.04K ﹤0.01% 1786

Other funds holding UFS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of DOMTAR CORPORATION (New) (UFS) in Q1 2021, closing a stake of 142 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in UFS in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 219 funds tracked by Wall St. Rank hold UFS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining DOMTAR CORPORATION (New) position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 142 DOMTAR CORPORATION (New) shares in Q1 2021, an estimated $4K.
  • Pinnacle Wealth Planning Services first reported a position in DOMTAR CORPORATION (New) in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's DOMTAR CORPORATION (New) position peaked at $4K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q1 2021.

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