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Advisory Research’s Pinnacle West Capital PNW Stock Holding History

Advisory Research’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
2023
Q3 		– Sell
-8,407
Closed -$685K – 469
2023
Q2 		$685K Buy
8,407
+2,570
+44% +$205K 0.09% 252
2023
Q1 		$463K Buy
+5,837
New +$440K 0.08% 249
2014
Q2 		– Sell
-1,238
Closed -$68K – 595
2014
Q1 		$68K Buy
+1,238
New +$66.3K ﹤0.01% 629

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisory Research's PNW Position: Q3 2023 in Review

Advisory Research sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 8,407 shares — an estimated $685K sold.

Advisory Research first reported a position in PNW in Q1 2014 and held it in 3 quarters. The position peaked at $685K in Q2 2023. 519 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Advisory Research reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 8,407 Pinnacle West Capital shares in Q3 2023, an estimated $685K.
  • Advisory Research first reported a position in Pinnacle West Capital in Q1 2014 and held it in 3 quarters.
  • Advisory Research's Pinnacle West Capital position peaked at $685K in Q2 2023.
  • 519 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.