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Pinnacle Wealth Planning Services’s Westwood Holdings Group WHG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,068
Closed -$15K – 1943
2020
Q4 		$15K Buy
+1,068
New +$12.9K ﹤0.01% 1273

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Vanguard Group
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GI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Westwood Holdings Group (WHG) in Q1 2021, closing a stake of 1,068 shares — an estimated $15K sold.

Pinnacle Wealth Planning Services first reported a position in WHG in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 55 funds tracked by Wall St. Rank hold WHG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Westwood Holdings Group position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,068 Westwood Holdings Group shares in Q1 2021, an estimated $15K.
  • Pinnacle Wealth Planning Services first reported a position in Westwood Holdings Group in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Westwood Holdings Group position peaked at $15K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2021.

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