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Altus Wealth Group’s Pinnacle West Capital PNW Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-136
Closed -$11K – 626
2020
Q4 		$11K Buy
+136
New +$11.2K 0.01% 507

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State Street
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American Century Companies
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altus Wealth Group's PNW Position: Q1 2021 in Review

Altus Wealth Group sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 136 shares — an estimated $11K sold.

Altus Wealth Group first reported a position in PNW in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • Altus Wealth Group reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 136 Pinnacle West Capital shares in Q1 2021, an estimated $11K.
  • Altus Wealth Group first reported a position in Pinnacle West Capital in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Pinnacle West Capital position peaked at $11K in Q4 2020.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.