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CarsonAllaria Wealth Management’s Pinnacle West Capital PNW Stock Holding History

CarsonAllaria Wealth Management’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
2022
Q2 		– Sell
-3,687
Closed -$288K – 347
2022
Q1 		$288K Buy
3,687
+1,428
+63% +$102K 0.26% 51
2021
Q4 		$159K Buy
+2,259
New +$152K 0.14% 78

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BlackRock
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State Street
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CarsonAllaria Wealth Management's PNW Position: Q2 2022 in Review

CarsonAllaria Wealth Management sold out of Pinnacle West Capital (PNW) in Q2 2022, closing a stake of 3,687 shares — an estimated $288K sold.

CarsonAllaria Wealth Management first reported a position in PNW in Q4 2021 and held it in 2 quarters. The position peaked at $288K in Q1 2022. 493 funds tracked by Wall St. Rank hold PNW as of Q2 2022.

  • CarsonAllaria Wealth Management reported no remaining Pinnacle West Capital position as of Q2 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 3,687 Pinnacle West Capital shares in Q2 2022, an estimated $288K.
  • CarsonAllaria Wealth Management first reported a position in Pinnacle West Capital in Q4 2021 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Pinnacle West Capital position peaked at $288K in Q1 2022.
  • 493 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.