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Cahill Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

Cahill Financial 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
Q4 		– Sell
-82
Closed -$6K – 613
2021
Q3 		$6K Buy
+82
New +$6.5K ﹤0.01% 647

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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cahill Financial Advisors's PNW Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 82 shares — an estimated $6K sold.

Cahill Financial Advisors first reported a position in PNW in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 82 Pinnacle West Capital shares in Q4 2021, an estimated $6K.
  • Cahill Financial Advisors first reported a position in Pinnacle West Capital in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Pinnacle West Capital position peaked at $6K in Q3 2021.
  • 498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.