AWM
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Abound Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Abound Wealth 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
2024
Q1 		– Sell
-10
Closed -$719 – 1372
2023
Q4 		$719 Buy
+10
New +$735 ﹤0.01% 837

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Abound Wealth Management's PNW Position: Q1 2024 in Review

Abound Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 10 shares — an estimated $719 sold.

Abound Wealth Management first reported a position in PNW in Q4 2023 and held it in 1 quarter. The position peaked at $719 in Q4 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Abound Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 10 Pinnacle West Capital shares in Q1 2024, an estimated $719.
  • Abound Wealth Management first reported a position in Pinnacle West Capital in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's Pinnacle West Capital position peaked at $719 in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.