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

B. Riley 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
2022
Q2 		$335 Sell
4,581
-23
-0.5% -$1.72K ﹤0.01% 511
2022
Q1 		$360K Buy
4,604
+59
+1% +$4.22K 0.03% 404
2021
Q4 		$321K Buy
+4,545
New +$305K 0.02% 455
2015
Q3 		– Sell
-68
Closed -$3K – 601
2015
Q2 		$3K Buy
68
+1
+1% +$60 ﹤0.01% 932
2015
Q1 		$4K Buy
67
+1
+2% +$67 ﹤0.01% 892
2014
Q4 		$4K Hold
66
– – ﹤0.01% 881
2014
Q3 		$3K Buy
66
+1
+2% +$56 ﹤0.01% 959
2014
Q2 		$3K Hold
65
– – ﹤0.01% 1001
2014
Q1 		$4K Buy
+65
New +$3.48K ﹤0.01% 915

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

B. Riley Wealth Management's PNW Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Pinnacle West Capital (PNW) stake by 0.5% in Q2 2022, selling an estimated $1.72K and leaving 4,581 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #511.

B. Riley Wealth Management first reported a position in PNW in Q1 2014 and has held it in 9 quarters since. The position peaked at $360K in Q1 2022. 492 funds tracked by Wall St. Rank hold PNW as of Q2 2022.

  • B. Riley Wealth Management held 4,581 shares of Pinnacle West Capital worth $335 as of Q2 2022.
  • B. Riley Wealth Management sold 23 Pinnacle West Capital shares in Q2 2022, an estimated $1.72K.
  • Pinnacle West Capital made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #511 holding.
  • B. Riley Wealth Management first reported a position in Pinnacle West Capital in Q1 2014 and has held it in 9 quarters since.
  • B. Riley Wealth Management's Pinnacle West Capital position peaked at $360K in Q1 2022.
  • 492 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.