PWPS
VG

Pinnacle Wealth Planning Services’s Vonage Holdings Corporation VG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,640
Closed -$21K – 2337
2020
Q4 		$21K Buy
+1,640
New +$20K 0.01% 1143

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PWAM
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State Street
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JP
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LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Vonage Holdings Corporation (VG) in Q1 2021, closing a stake of 1,640 shares — an estimated $21K sold.

Pinnacle Wealth Planning Services first reported a position in VG in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 262 funds tracked by Wall St. Rank hold VG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Vonage Holdings Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,640 Vonage Holdings Corporation shares in Q1 2021, an estimated $21K.
  • Pinnacle Wealth Planning Services first reported a position in Vonage Holdings Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Vonage Holdings Corporation position peaked at $21K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q1 2021.

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