Clear Point Advisors’s Pinnacle West Capital PNW Stock Holding History

Clear Point 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 Q4	–	Sell	-107	Closed	-$9.49K	–	420
2024 Q3	$9.49K	Buy	107 +1	+0.9%	+$85	0.01%	341
2024 Q2	$8.1K	Sell	106 -4	-4%	-$302	0.01%	348
2024 Q1	$8.24K	Buy	110 +1	+0.9%	+$70	0.01%	347
2023 Q4	$7.82K	Buy	+109	New	+$8.01K	0.01%	332

Other funds holding PNW

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Point Advisors's PNW Position: Q4 2024 in Review

Clear Point Advisors sold out of Pinnacle West Capital (PNW) in Q4 2024, closing a stake of 107 shares — an estimated $9.49K sold.

Clear Point Advisors first reported a position in PNW in Q4 2023 and held it in 4 quarters. The position peaked at $9.49K in Q3 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q4 2024.

Clear Point Advisors reported no remaining Pinnacle West Capital position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 107 Pinnacle West Capital shares in Q4 2024, an estimated $9.49K.
Clear Point Advisors first reported a position in Pinnacle West Capital in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Pinnacle West Capital position peaked at $9.49K in Q3 2024.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.