AIM
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Achmea Investment Management’s Pinnacle West Capital PNW Stock Holding History

Achmea Investment 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
2021
Q4 		– Sell
-549
Closed -$39K – 499
2021
Q3 		$39K Sell
549
-36,709
-99% -$2.91M ﹤0.01% 545
2021
Q2 		$3.05M Hold
37,258
– – 0.1% 250
2021
Q1 		$3.03M Hold
37,258
– – 0.11% 248
2020
Q4 		$2.98M Buy
+37,258
New +$3.07M 0.11% 235
2020
Q1 		– Sell
-8,460
Closed -$761K – 482
2019
Q4 		$761K Sell
8,460
-5,049
-37% -$456K 0.03% 402
2019
Q3 		$1.31M Sell
13,509
-955
-7% -$90K 0.05% 318
2019
Q2 		$1.36M Buy
14,464
+5,670
+64% +$540K 0.05% 337
2019
Q1 		$841K Buy
8,794
+5,049
+135% +$456K 0.04% 352
2018
Q4 		$319K Buy
3,745
+1,300
+53% +$112K 0.01% 409
2018
Q3 		$193K Sell
2,445
-12,344
-83% -$991K 0.01% 469
2018
Q2 		$1.19M Sell
14,789
-20,777
-58% -$1.63M 0.04% 342
2018
Q1 		$2.84M Sell
35,566
-2,961
-8% -$232K 0.1% 243
2017
Q4 		$3.28M Buy
38,527
+6,590
+21% +$582K 0.11% 228
2017
Q3 		$2.7M Hold
31,937
– – 0.15% 171
2017
Q2 		$2.72M Sell
31,937
-16,487
-34% -$1.42M 0.16% 172
2017
Q1 		$4.04M Buy
+48,424
New +$3.87M 0.19% 143

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Achmea Investment Management's PNW Position: Q4 2021 in Review

Achmea Investment Management sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 549 shares — an estimated $39K sold.

Achmea Investment Management first reported a position in PNW in Q1 2017 and held it in 16 quarters. The position peaked at $4.04M in Q1 2017. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

  • Achmea Investment Management reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
  • Achmea Investment Management sold 549 Pinnacle West Capital shares in Q4 2021, an estimated $39K.
  • Achmea Investment Management first reported a position in Pinnacle West Capital in Q1 2017 and held it in 16 quarters.
  • Achmea Investment Management's Pinnacle West Capital position peaked at $4.04M in Q1 2017.
  • 498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Achmea Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.