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CLA (CliftonLarsonAllen) Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-8,002
Closed -$579K – 266
2021
Q3 		$579K Buy
8,002
+2
+0% +$159 0.02% 207
2021
Q2 		$656K Buy
+8,000
New +$676K 0.03% 198
2015
Q3 		– Sell
-8,000
Closed -$455K – 149
2015
Q2 		$455K Buy
+8,000
New +$482K 0.09% 113

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PNW Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 8,002 shares — an estimated $579K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PNW in Q2 2015 and held it in 3 quarters. The position peaked at $656K in Q2 2021. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 8,002 Pinnacle West Capital shares in Q4 2021, an estimated $579K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Pinnacle West Capital position peaked at $656K in Q2 2021.
  • 498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.