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Pinnacle Wealth Planning Services’s Unisys UIS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-73
Closed -$2K – 1849
2020
Q4 		$2K Buy
+73
New +$1.05K ﹤0.01% 1994

Other funds holding UIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Unisys (UIS) in Q1 2021, closing a stake of 73 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in UIS in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 193 funds tracked by Wall St. Rank hold UIS as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Unisys position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 73 Unisys shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Unisys in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Unisys position peaked at $2K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Unisys as of Q1 2021.

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