Atria Wealth Solutions’s Pinnacle West Capital PNW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$242K	Sell	2,708 -911	-25%	-$83.3K	0.01%	1270
2025 Q1	$345K	Buy	3,619 +167	+5%	+$14.9K	﹤0.01%	1396
2024 Q4	$293K	Sell	3,452 -1,180	-25%	-$105K	﹤0.01%	1561
2024 Q3	$410K	Buy	4,632 +278	+6%	+$23.7K	﹤0.01%	1339
2024 Q2	$333K	Buy	4,354 +149	+4%	+$11.2K	﹤0.01%	1452
2024 Q1	$314K	Sell	4,205 -716	-15%	-$50.4K	﹤0.01%	1528
2023 Q4	$354K	Buy	4,921 +229	+5%	+$16.8K	﹤0.01%	1388
2023 Q3	$346K	Buy	4,692 +498	+12%	+$39.5K	﹤0.01%	1325
2023 Q2	$342K	Sell	4,194 -1,039	-20%	-$82.9K	﹤0.01%	1358
2023 Q1	$415K	Buy	5,233 +491	+10%	+$37K	0.01%	1245
2022 Q4	$361K	Sell	4,742 -425	-8%	-$30.4K	0.01%	1258
2022 Q3	$333K	Sell	5,167 -2,543	-33%	-$187K	0.01%	1238
2022 Q2	$564K	Buy	7,710 +2,763	+56%	+$207K	0.01%	909
2022 Q1	$386K	Buy	+4,947	New	+$354K	0.01%	1191

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return