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Capital Analysts LLC’s Pinnacle West Capital PNW Stock Holding History

Capital Analysts LLC’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
2020
Q4 		– Sell
-1,175
Closed -$88K – 794
2020
Q3 		$88K Hold
1,175
– – 0.01% 331
2020
Q2 		$86K Buy
+1,175
New +$88.7K 0.01% 291

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Analysts LLC's PNW Position: Q4 2020 in Review

Capital Analysts LLC sold out of Pinnacle West Capital (PNW) in Q4 2020, closing a stake of 1,175 shares — an estimated $88K sold.

Capital Analysts LLC first reported a position in PNW in Q2 2020 and held it in 2 quarters. The position peaked at $88K in Q3 2020. 526 funds tracked by Wall St. Rank hold PNW as of Q4 2020.

  • Capital Analysts LLC reported no remaining Pinnacle West Capital position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 1,175 Pinnacle West Capital shares in Q4 2020, an estimated $88K.
  • Capital Analysts LLC first reported a position in Pinnacle West Capital in Q2 2020 and held it in 2 quarters.
  • Capital Analysts LLC's Pinnacle West Capital position peaked at $88K in Q3 2020.
  • 526 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.