PWPS
VAR

Pinnacle Wealth Planning Services’s Varian Medical Systems, Inc. VAR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-226
Closed -$40K – 2280
2020
Q4 		$40K Buy
+226
New +$39.2K 0.01% 900

Other funds holding VAR

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Varian Medical Systems, Inc. (VAR) in Q1 2021, closing a stake of 226 shares — an estimated $40K sold.

Pinnacle Wealth Planning Services first reported a position in VAR in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 600 funds tracked by Wall St. Rank hold VAR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Varian Medical Systems, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 226 Varian Medical Systems, Inc. shares in Q1 2021, an estimated $40K.
  • Pinnacle Wealth Planning Services first reported a position in Varian Medical Systems, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Varian Medical Systems, Inc. position peaked at $40K in Q4 2020.
  • 600 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q1 2021.

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