PWPS
WBT

Pinnacle Wealth Planning Services’s Welbilt, Inc. WBT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,352
Closed -$18K – 2189
2020
Q4 		$18K Buy
+1,352
New +$12.1K ﹤0.01% 1208

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Welbilt, Inc. (WBT) in Q1 2021, closing a stake of 1,352 shares — an estimated $18K sold.

Pinnacle Wealth Planning Services first reported a position in WBT in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 200 funds tracked by Wall St. Rank hold WBT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Welbilt, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,352 Welbilt, Inc. shares in Q1 2021, an estimated $18K.
  • Pinnacle Wealth Planning Services first reported a position in Welbilt, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Welbilt, Inc. position peaked at $18K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2021.

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