ClearBridge Investments
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ClearBridge Investments’s Pinnacle West Capital PNW Stock Holding History

ClearBridge Investments’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
Q3 		– Sell
-2,902
Closed -$238K – 830
2021
Q2 		$238K Buy
+2,902
New +$245K ﹤0.01% 808
2020
Q3 		– Sell
-53
Closed -$4K – 932
2020
Q2 		$4K Buy
+53
New +$4K ﹤0.01% 926

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State Street
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Wellington Management Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

ClearBridge Investments's PNW Position: Q3 2021 in Review

ClearBridge Investments sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 2,902 shares — an estimated $238K sold.

ClearBridge Investments first reported a position in PNW in Q2 2020 and held it in 2 quarters. The position peaked at $238K in Q2 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

  • ClearBridge Investments reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
  • ClearBridge Investments sold 2,902 Pinnacle West Capital shares in Q3 2021, an estimated $238K.
  • ClearBridge Investments first reported a position in Pinnacle West Capital in Q2 2020 and held it in 2 quarters.
  • ClearBridge Investments's Pinnacle West Capital position peaked at $238K in Q2 2021.
  • 511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on ClearBridge Investments's 13F filing for Q3 2021, filed 12 Nov 2021.