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Bridgewealth Advisory Group’s Pinnacle West Capital PNW Stock Holding History

Bridgewealth Advisory Group’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
Q2 		– Sell
-3,250
Closed -$243K – 84
2024
Q1 		$243K Hold
3,250
– – 0.12% 65
2023
Q4 		$233K Hold
3,250
– – 0.18% 67
2023
Q3 		$239K Hold
3,250
– – 0.29% 52
2023
Q2 		$265K Hold
3,250
– – 0.43% 41
2023
Q1 		$258K Hold
3,250
– – 0.47% 42
2022
Q4 		$247K Buy
+3,250
New +$232K 0.48% 41

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Bridgewealth Advisory Group's PNW Position: Q2 2024 in Review

Bridgewealth Advisory Group sold out of Pinnacle West Capital (PNW) in Q2 2024, closing a stake of 3,250 shares — an estimated $243K sold.

Bridgewealth Advisory Group first reported a position in PNW in Q4 2022 and held it in 6 quarters. The position peaked at $265K in Q2 2023. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Bridgewealth Advisory Group reported no remaining Pinnacle West Capital position as of Q2 2024 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 3,250 Pinnacle West Capital shares in Q2 2024, an estimated $243K.
  • Bridgewealth Advisory Group first reported a position in Pinnacle West Capital in Q4 2022 and held it in 6 quarters.
  • Bridgewealth Advisory Group's Pinnacle West Capital position peaked at $265K in Q2 2023.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.