PWPS
VGR

Pinnacle Wealth Planning Services’s Vector Group Ltd. VGR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-489
Closed -$5K – 2058
2020
Q4 		$5K Buy
+489
New +$3.83K ﹤0.01% 1695

Other funds holding VGR

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Vector Group Ltd. (VGR) in Q1 2021, closing a stake of 489 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in VGR in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 208 funds tracked by Wall St. Rank hold VGR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Vector Group Ltd. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 489 Vector Group Ltd. shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in Vector Group Ltd. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Vector Group Ltd. position peaked at $5K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q1 2021.

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