BEI
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Benjamin Edwards Inc’s Pinnacle West Capital PNW Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-55
Closed -$4K – 745
2023
Q4 		$4K Hold
55
– – ﹤0.01% 612
2023
Q3 		$4K Hold
55
– – ﹤0.01% 607
2023
Q2 		$4K Hold
55
– – ﹤0.01% 624
2023
Q1 		$4K Hold
55
– – ﹤0.01% 642
2022
Q4 		$4K Sell
55
-67
-55% -$4.79K ﹤0.01% 647
2022
Q3 		$8K Hold
122
– – ﹤0.01% 582
2022
Q2 		$9K Sell
122
-51
-29% -$3.81K ﹤0.01% 590
2022
Q1 		$14K Sell
173
-638
-79% -$45.7K ﹤0.01% 587
2021
Q4 		$57K Sell
811
-6,802
-89% -$457K 0.02% 408
2021
Q3 		$551K Buy
+7,613
New +$603K 0.34% 100

Other funds holding PNW

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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

Benjamin Edwards Inc's PNW Position: Q1 2024 in Review

Benjamin Edwards Inc sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 55 shares — an estimated $4K sold.

Benjamin Edwards Inc first reported a position in PNW in Q3 2021 and held it in 10 quarters. The position peaked at $551K in Q3 2021. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Benjamin Edwards Inc reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 55 Pinnacle West Capital shares in Q1 2024, an estimated $4K.
  • Benjamin Edwards Inc first reported a position in Pinnacle West Capital in Q3 2021 and held it in 10 quarters.
  • Benjamin Edwards Inc's Pinnacle West Capital position peaked at $551K in Q3 2021.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Benjamin Edwards Inc's 13F filing for Q1 2024, filed 29 Apr 2024.