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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$706K Buy
8,906
+2,081
+30% +$157K 0.66% 64
2022
Q4
$519K Buy
+6,825
New +$488K 0.49% 72

Other funds holding PNW

Catalyst Wealth Management's PNW Position: Q1 2023 in Review

Catalyst Wealth Management increased its Pinnacle West Capital (PNW) stake by 30% in Q1 2023, buying an estimated $157K and bringing the position to 8,906 shares worth $706K. The position accounts for 0.66% of the portfolio, ranked #64.

Catalyst Wealth Management first reported a position in PNW in Q4 2022 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

  • Catalyst Wealth Management held 8,906 shares of Pinnacle West Capital worth $706K as of Q1 2023.
  • Catalyst Wealth Management bought 2,081 Pinnacle West Capital shares in Q1 2023, an estimated $157K.
  • Pinnacle West Capital made up 0.66% of Catalyst Wealth Management's portfolio in Q1 2023, its #64 holding.
  • Catalyst Wealth Management first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.