PWPS
VWTR

Pinnacle Wealth Planning Services’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VWTR Stock Details VWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,325
Closed -$50K – 2205
2020
Q4 		$50K Buy
+5,325
New +$47.4K 0.01% 800

Other funds holding VWTR

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Vidler Water Resouces, Inc. Common Stock (VWTR) in Q1 2021, closing a stake of 5,325 shares — an estimated $50K sold.

Pinnacle Wealth Planning Services first reported a position in VWTR in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 79 funds tracked by Wall St. Rank hold VWTR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Vidler Water Resouces, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 5,325 Vidler Water Resouces, Inc. Common Stock shares in Q1 2021, an estimated $50K.
  • Pinnacle Wealth Planning Services first reported a position in Vidler Water Resouces, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Vidler Water Resouces, Inc. Common Stock position peaked at $50K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q1 2021.

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