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Cetera Advisors’s Pinnacle West Capital PNW Stock Holding History

Cetera 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
Q1 		$569K Buy
+7,612
New +$536K ﹤0.01% 1521
2023
Q3 		– Sell
-2,765
Closed -$225K – 1776
2023
Q2 		$225K Buy
2,765
+146
+6% +$11.6K ﹤0.01% 1446
2023
Q1 		$207K Sell
2,619
-164
-6% -$12.4K ﹤0.01% 1477
2022
Q4 		$212K Buy
+2,783
New +$199K ﹤0.01% 1414
2022
Q2 		– Sell
-4,240
Closed -$331K – 1449
2022
Q1 		$331K Sell
4,240
-26
-0.6% -$1.86K 0.01% 1066
2021
Q4 		$301K Sell
4,266
-1,163
-21% -$78.1K 0.01% 1118
2021
Q3 		$393K Buy
5,429
+2,046
+60% +$162K 0.01% 972
2021
Q2 		$277K Buy
3,383
+513
+18% +$43.4K 0.01% 1087
2021
Q1 		$233K Sell
2,870
-322
-10% -$24.9K 0.01% 1077
2020
Q4 		$255K Buy
+3,192
New +$263K 0.01% 887
2020
Q1 		– Sell
-2,348
Closed -$211K – 925
2019
Q4 		$211K Buy
+2,348
New +$212K 0.01% 845
2014
Q3 		– Sell
-26,452
Closed -$1.52M – 644
2014
Q2 		$1.52M Sell
26,452
-265
-1% -$14.7K 0.17% 155
2014
Q1 		$1.46M Buy
+26,717
New +$1.43M 0.2% 116

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return