AWM
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Avior Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-17
Closed -$1.44K – 1899
2024
Q4 		$1.44K Buy
17
+13
+325% +$1.15K ﹤0.01% 2164
2024
Q3 		$354 Buy
4
+3
+300% +$256 ﹤0.01% 2196
2024
Q2 		$76 Sell
1
-216
-100% -$16.3K ﹤0.01% 2226
2024
Q1 		$16.2K Buy
+217
New +$15.3K ﹤0.01% 1692
2021
Q4 		– Sell
-1
Closed – – 1191
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1149
2021
Q2 		$0 Buy
+1
New +$85 ﹤0.01% 1113
2018
Q2 		– Sell
-10
Closed -$1K – 840
2018
Q1 		$1K Hold
10
– – ﹤0.01% 750
2017
Q4 		$1K Buy
+10
New +$883 ﹤0.01% 753

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Avior Wealth Management's PNW Position: Q1 2025 in Review

Avior Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 17 shares — an estimated $1.44K sold.

Avior Wealth Management first reported a position in PNW in Q4 2017 and held it in 8 quarters. The position peaked at $16.2K in Q1 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Avior Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 17 Pinnacle West Capital shares in Q1 2025, an estimated $1.44K.
  • Avior Wealth Management first reported a position in Pinnacle West Capital in Q4 2017 and held it in 8 quarters.
  • Avior Wealth Management's Pinnacle West Capital position peaked at $16.2K in Q1 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.