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Abbot Financial Management’s Pinnacle West Capital PNW Stock Holding History

Abbot Financial Management’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,450
Closed -$244K – 138
2021
Q4 		$244K Sell
3,450
-3,500
-50% -$235K 0.11% 121
2021
Q3 		$503K Sell
6,950
-2,700
-28% -$214K 0.23% 85
2021
Q2 		$791K Hold
9,650
– – 0.35% 69
2021
Q1 		$785K Sell
9,650
-500
-5% -$38.7K 0.36% 70
2020
Q4 		$811K Sell
10,150
-400
-4% -$33K 0.47% 62
2020
Q3 		$787K Hold
10,550
– – 0.51% 58
2020
Q2 		$773K Buy
+10,550
New +$797K 0.53% 56

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abbot Financial Management's PNW Position: Q1 2022 in Review

Abbot Financial Management sold out of Pinnacle West Capital (PNW) in Q1 2022, closing a stake of 3,450 shares — an estimated $244K sold.

Abbot Financial Management first reported a position in PNW in Q2 2020 and held it in 7 quarters. The position peaked at $811K in Q4 2020. 482 funds tracked by Wall St. Rank hold PNW as of Q1 2022.

  • Abbot Financial Management reported no remaining Pinnacle West Capital position as of Q1 2022 after selling out during the quarter.
  • Abbot Financial Management sold 3,450 Pinnacle West Capital shares in Q1 2022, an estimated $244K.
  • Abbot Financial Management first reported a position in Pinnacle West Capital in Q2 2020 and held it in 7 quarters.
  • Abbot Financial Management's Pinnacle West Capital position peaked at $811K in Q4 2020.
  • 482 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2022.

Based on Abbot Financial Management's 13F filing for Q1 2022, filed 12 May 2022.