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Beverly Hills Private Wealth’s Pinnacle West Capital PNW Stock Holding History

Beverly Hills Private Wealth’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
2023
Q3 		– Sell
-4,772
Closed -$375K – 320
2023
Q2 		$375K Buy
+4,772
New +$381K 0.06% 265

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beverly Hills Private Wealth's PNW Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 4,772 shares — an estimated $375K sold.

Beverly Hills Private Wealth first reported a position in PNW in Q2 2023 and held it in 1 quarter. The position peaked at $375K in Q2 2023. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,772 Pinnacle West Capital shares in Q3 2023, an estimated $375K.
  • Beverly Hills Private Wealth first reported a position in Pinnacle West Capital in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Pinnacle West Capital position peaked at $375K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.