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B. Riley Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

B. Riley Wealth 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
Q4 		– Sell
-4,905
Closed -$317K – 1571
2022
Q3 		$317K Buy
+4,905
New +$361K 0.01% 972
2015
Q1 		– Sell
-25
Closed -$2 – 1611
2014
Q4 		$2 Buy
+25
New +$1.55K ﹤0.01% 3420

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's PNW Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q4 2022, closing a stake of 4,905 shares — an estimated $317K sold.

B. Riley Wealth Advisors first reported a position in PNW in Q4 2014 and held it in 2 quarters. The position peaked at $317K in Q3 2022. 537 funds tracked by Wall St. Rank hold PNW as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Pinnacle West Capital position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,905 Pinnacle West Capital shares in Q4 2022, an estimated $317K.
  • B. Riley Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Pinnacle West Capital position peaked at $317K in Q3 2022.
  • 537 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.