Cary Street Partners Investment Advisory’s Pinnacle West Capital PNW Stock Holding History

Cary Street Partners Investment Advisory’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	-707	Closed	-$52.1K	–	1494
2023 Q3	$52.1K	Hold	707	–	–	﹤0.01%	863
2023 Q2	$57.6K	Hold	707	–	–	﹤0.01%	782
2023 Q1	$56K	Hold	707	–	–	﹤0.01%	712
2022 Q4	$53.8K	Buy	+707	New	+$50.5K	﹤0.01%	724
2020 Q4	–	Sell	-575	Closed	-$43K	–	725
2020 Q3	$43K	Buy	+575	New	+$44K	0.01%	514

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's PNW Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 707 shares — an estimated $52.1K sold.

Cary Street Partners Investment Advisory first reported a position in PNW in Q3 2020 and held it in 5 quarters. The position peaked at $57.6K in Q2 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 707 Pinnacle West Capital shares in Q4 2023, an estimated $52.1K.
Cary Street Partners Investment Advisory first reported a position in Pinnacle West Capital in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Pinnacle West Capital position peaked at $57.6K in Q2 2023.
548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.