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Capital Performance Advisors’s Pinnacle West Capital PNW Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-87
Closed -$7.71K – 2010
2024
Q3 		$7.71K Buy
+87
New +$7.43K ﹤0.01% 942

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Performance Advisors's PNW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Pinnacle West Capital (PNW) in Q4 2024, closing a stake of 87 shares — an estimated $7.71K sold.

Capital Performance Advisors first reported a position in PNW in Q3 2024 and held it in 1 quarter. The position peaked at $7.71K in Q3 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pinnacle West Capital position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 87 Pinnacle West Capital shares in Q4 2024, an estimated $7.71K.
  • Capital Performance Advisors first reported a position in Pinnacle West Capital in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pinnacle West Capital position peaked at $7.71K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.