Berman Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Berman Capital 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
2021 Q3	$22K	Buy	306 +22	+8%	+$1.74K	﹤0.01%	949
2021 Q2	$23K	Hold	284	–	–	﹤0.01%	857
2021 Q1	$23K	Buy	284 +6	+2%	+$464	﹤0.01%	736
2020 Q4	$22K	Buy	278 +1	+0.4%	+$82	0.01%	643
2020 Q3	$20K	Buy	277 +164	+145%	+$12.6K	0.01%	585
2020 Q2	$7K	Sell	113 -70	-38%	-$5.29K	﹤0.01%	893
2020 Q1	$12K	Buy	183 +32	+21%	+$2.9K	﹤0.01%	624
2019 Q4	$13K	Sell	151 -43	-22%	-$3.88K	﹤0.01%	656
2019 Q3	$18K	Hold	194	–	–	0.01%	543
2019 Q2	$18K	Buy	194 +51	+36%	+$4.86K	0.01%	547
2019 Q1	$13K	Buy	143 +20	+16%	+$1.8K	﹤0.01%	579
2018 Q4	$9K	Buy	+123	New	+$10.6K	﹤0.01%	532

Other funds holding PNW

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Berman Capital Advisors's PNW Position: Q3 2021 in Review

Berman Capital Advisors increased its Pinnacle West Capital (PNW) stake by 7.7% in Q3 2021, buying an estimated $1.74K and bringing the position to 306 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Berman Capital Advisors first reported a position in PNW in Q4 2018 and has held it in 12 quarters since. The position peaked at $23K in Q2 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

Berman Capital Advisors held 306 shares of Pinnacle West Capital worth $22K as of Q3 2021.
Berman Capital Advisors bought 22 Pinnacle West Capital shares in Q3 2021, an estimated $1.74K.
Pinnacle West Capital made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #949 holding.
Berman Capital Advisors first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Pinnacle West Capital position peaked at $23K in Q2 2021.
511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.