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Coppell Advisory Solutions’s Pinnacle West Capital PNW Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Hold
0
– – – 1702
2023
Q3 		– Sell
-1,200
Closed -$96.9K – 1461
2023
Q2 		$96.9K Buy
+1,200
New +$95.7K 0.03% 271

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's PNW Position: Q4 2023 in Review

Coppell Advisory Solutions held its Pinnacle West Capital (PNW) position steady in Q4 2023 at 0 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Coppell Advisory Solutions first reported a position in PNW in Q2 2023 and has held it in 1 quarter since. The position peaked at $96.9K in Q2 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Coppell Advisory Solutions held 0 shares of Pinnacle West Capital worth $18 as of Q4 2023.
  • Coppell Advisory Solutions left its Pinnacle West Capital share count unchanged in Q4 2023.
  • Pinnacle West Capital made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1702 holding.
  • Coppell Advisory Solutions first reported a position in Pinnacle West Capital in Q2 2023 and has held it in 1 quarter since.
  • Coppell Advisory Solutions's Pinnacle West Capital position peaked at $96.9K in Q2 2023.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.