Beaird Harris Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-109	Closed	-$8.33K	–	664
2024 Q2	$8.33K	Hold	109	–	–	﹤0.01%	394
2024 Q1	$8.15K	Hold	109	–	–	﹤0.01%	343
2023 Q4	$7.83K	Hold	109	–	–	﹤0.01%	346
2023 Q3	$8.03K	Hold	109	–	–	﹤0.01%	282
2023 Q2	$8.88K	Hold	109	–	–	﹤0.01%	278
2023 Q1	$8.64K	Hold	109	–	–	﹤0.01%	280
2022 Q4	$8.29K	Hold	109	–	–	﹤0.01%	346
2022 Q3	$7K	Buy	+109	New	+$8.03K	﹤0.01%	316
2022 Q2	–	Sell	-109	Closed	-$9K	–	552
2022 Q1	$9K	Hold	109	–	–	﹤0.01%	351
2021 Q4	$8K	Buy	+109	New	+$7.32K	﹤0.01%	432

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 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