PWPS
WNS

Pinnacle Wealth Planning Services’s WNS Holdings WNS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WNS Stock Details WNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,550
Closed -$293K – 566
2024
Q3 		$293K Sell
5,550
-615
-10% -$34.9K 0.04% 313
2024
Q2 		$324K Buy
+6,165
New +$305K 0.05% 271

Other funds holding WNS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIF
Nalanda India Fund Moka, Mauritius $189M AUM 20.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's WNS Position: Q4 2024 in Review

Pinnacle Wealth Planning Services sold out of WNS Holdings (WNS) in Q4 2024, closing a stake of 5,550 shares — an estimated $293K sold.

Pinnacle Wealth Planning Services first reported a position in WNS in Q2 2024 and held it in 2 quarters. The position peaked at $324K in Q2 2024. 200 funds tracked by Wall St. Rank hold WNS as of Q4 2024.

  • Pinnacle Wealth Planning Services reported no remaining WNS Holdings position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 5,550 WNS Holdings shares in Q4 2024, an estimated $293K.
  • Pinnacle Wealth Planning Services first reported a position in WNS Holdings in Q2 2024 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's WNS Holdings position peaked at $324K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held WNS Holdings as of Q4 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2024, filed 6 Feb 2025.