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Alliance Wealth Advisors (Pennsylvania)’s Pinnacle West Capital PNW Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
Q2 		– Sell
-3,113
Closed -$243K – 120
2022
Q1 		$243K Buy
+3,113
New +$223K 0.2% 101

Other funds holding PNW

Vanguard Group
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Alliance Wealth Advisors (Pennsylvania)'s PNW Position: Q2 2022 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Pinnacle West Capital (PNW) in Q2 2022, closing a stake of 3,113 shares — an estimated $243K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PNW in Q1 2022 and held it in 1 quarter. The position peaked at $243K in Q1 2022. 493 funds tracked by Wall St. Rank hold PNW as of Q2 2022.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining Pinnacle West Capital position as of Q2 2022 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 3,113 Pinnacle West Capital shares in Q2 2022, an estimated $243K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Pinnacle West Capital in Q1 2022 and held it in 1 quarter.
  • Alliance Wealth Advisors (Pennsylvania)'s Pinnacle West Capital position peaked at $243K in Q1 2022.
  • 493 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2022.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 20 Jul 2022.