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	–	1901
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	–	–	1198
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1152
2021 Q2	$0	Buy	+1	New	+$85	﹤0.01%	1116
2018 Q2	–	Sell	-10	Closed	-$1K	–	842
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	750
2017 Q4	$1K	Buy	+10	New	+$883	﹤0.01%	753

Other funds holding PNW

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

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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