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Pinnacle Wealth Planning Services’s Varonis Systems VRNS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VRNS Stock Details VRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,731
Closed -$215K – 403
2021
Q2 		$215K Sell
3,731
-448
-11% -$23.3K 0.05% 306
2021
Q1 		$215K Sell
4,179
-693
-14% -$41.1K 0.06% 287
2020
Q4 		$266K Buy
+4,872
New +$211K 0.06% 221

Other funds holding VRNS

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's VRNS Position: Q3 2021 in Review

Pinnacle Wealth Planning Services sold out of Varonis Systems (VRNS) in Q3 2021, closing a stake of 3,731 shares — an estimated $215K sold.

Pinnacle Wealth Planning Services first reported a position in VRNS in Q4 2020 and held it in 3 quarters. The position peaked at $266K in Q4 2020. 283 funds tracked by Wall St. Rank hold VRNS as of Q3 2021.

  • Pinnacle Wealth Planning Services reported no remaining Varonis Systems position as of Q3 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,731 Varonis Systems shares in Q3 2021, an estimated $215K.
  • Pinnacle Wealth Planning Services first reported a position in Varonis Systems in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Varonis Systems position peaked at $266K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Varonis Systems as of Q3 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2021, filed 29 Oct 2021.