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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaird Harris Wealth Management's PNW Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 109 shares — an estimated $8.33K sold.

Beaird Harris Wealth Management first reported a position in PNW in Q4 2021 and held it in 10 quarters. The position peaked at $9K in Q1 2022. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 109 Pinnacle West Capital shares in Q3 2024, an estimated $8.33K.
Beaird Harris Wealth Management first reported a position in Pinnacle West Capital in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Pinnacle West Capital position peaked at $9K in Q1 2022.
579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.