PWPS
VISN

Pinnacle Wealth Planning Services’s Vistance Networks Inc VISN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,088
Closed -$95K – 690
2020
Q4 		$95K Buy
+7,088
New +$78.1K 0.02% 487

Other funds holding VISN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Vistance Networks Inc (VISN) in Q1 2021, closing a stake of 7,088 shares — an estimated $95K sold.

Pinnacle Wealth Planning Services first reported a position in VISN in Q4 2020 and held it in 1 quarter. The position peaked at $95K in Q4 2020. 225 funds tracked by Wall St. Rank hold VISN as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Vistance Networks Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 7,088 Vistance Networks Inc shares in Q1 2021, an estimated $95K.
  • Pinnacle Wealth Planning Services first reported a position in Vistance Networks Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Vistance Networks Inc position peaked at $95K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q1 2021.

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