C.M. Bidwell & Associates’s Pinnacle West Capital PNW Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-1,829	Closed	-$135K	–	556
2023 Q3	$135K	Hold	1,829	–	–	0.1%	171
2023 Q2	$149K	Hold	1,829	–	–	0.11%	162
2023 Q1	$145K	Hold	1,829	–	–	0.11%	162
2022 Q4	$139K	Buy	+1,829	New	+$131K	0.11%	170
2021 Q4	–	Sell	-8	Closed	-$1K	–	621
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	547
2021 Q2	$1K	Buy	+8	New	+$676	﹤0.01%	550
2018 Q1	–	Sell	-21	Closed	-$2K	–	428
2017 Q4	$2K	Hold	21	–	–	﹤0.01%	364
2017 Q3	$2K	Sell	21 -2,850	-99%	-$250K	﹤0.01%	277
2017 Q2	$244K	Buy	+2,871	New	+$247K	0.05%	134
2014 Q4	–	Sell	-28,000	Closed	-$1.53M	–	242
2014 Q3	$1.53M	Buy	+28,000	New	+$1.56M	0.36%	90

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C.M. Bidwell & Associates's PNW Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 1,829 shares — an estimated $135K sold.

C.M. Bidwell & Associates first reported a position in PNW in Q3 2014 and held it in 10 quarters. The position peaked at $1.53M in Q3 2014. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

C.M. Bidwell & Associates reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,829 Pinnacle West Capital shares in Q4 2023, an estimated $135K.
C.M. Bidwell & Associates first reported a position in Pinnacle West Capital in Q3 2014 and held it in 10 quarters.
C.M. Bidwell & Associates's Pinnacle West Capital position peaked at $1.53M in Q3 2014.
548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.