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American Portfolios Advisors’s Pinnacle West Capital PNW Stock Holding History

American Portfolios Advisors’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
Q3 		$15K Hold
233
– – ﹤0.01% 2330
2022
Q2 		$17K Sell
233
-100
-30% -$7.48K ﹤0.01% 2306
2022
Q1 		$26K Sell
333
-2,511
-88% -$180K ﹤0.01% 2231
2021
Q4 		$201K Buy
2,844
+2,704
+1,931% +$182K 0.01% 1162
2021
Q3 		$10.1K Hold
140
– – ﹤0.01% 2562
2021
Q2 		$11.5K Buy
140
+7
+5% +$592 ﹤0.01% 2457
2021
Q1 		$10.8K Sell
133
-23
-15% -$1.78K ﹤0.01% 2347
2020
Q4 		$12.5K Hold
156
– – ﹤0.01% 2014
2020
Q3 		$11.6K Sell
156
-600
-79% -$45.9K ﹤0.01% 1924
2020
Q2 		$55.4K Buy
756
+23
+3% +$1.74K ﹤0.01% 1252
2020
Q1 		$55.6K Sell
733
-17
-2% -$1.54K ﹤0.01% 1119
2019
Q4 		$67.5K Buy
750
+150
+25% +$13.5K ﹤0.01% 1229
2019
Q3 		$58.2K Buy
+600
New +$56.5K ﹤0.01% 1216
2019
Q1 		– Sell
-557
Closed -$47.5K – 2643
2018
Q4 		$47.5K Buy
+557
New +$48K 0.01% 1026
2018
Q3 		– Sell
-243
Closed -$19.6K – 2474
2018
Q2 		$19.6K Buy
243
+12
+5% +$939 ﹤0.01% 1463
2018
Q1 		$18.4K Buy
231
+78
+51% +$6.12K ﹤0.01% 1409
2017
Q4 		$13K Buy
+153
New +$13.5K ﹤0.01% 1485

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Portfolios Advisors's PNW Position: Q3 2022 in Review

American Portfolios Advisors held its Pinnacle West Capital (PNW) position steady in Q3 2022 at 233 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

American Portfolios Advisors first reported a position in PNW in Q4 2017 and has held it in 17 quarters since. The position peaked at $201K in Q4 2021. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

  • American Portfolios Advisors held 233 shares of Pinnacle West Capital worth $15K as of Q3 2022.
  • American Portfolios Advisors left its Pinnacle West Capital share count unchanged in Q3 2022.
  • Pinnacle West Capital made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2330 holding.
  • American Portfolios Advisors first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 17 quarters since.
  • American Portfolios Advisors's Pinnacle West Capital position peaked at $201K in Q4 2021.
  • 479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.