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Copperwynd Financial’s Pinnacle West Capital PNW Stock Holding History

Copperwynd Financial’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
Q2 		– Sell
-2,557
Closed -$203K – 149
2023
Q1 		$203K Buy
+2,557
New +$193K 0.1% 127
2022
Q2 		– Sell
-2,557
Closed -$200K – 133
2022
Q1 		$200K Buy
+2,557
New +$183K 0.08% 117

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Copperwynd Financial's PNW Position: Q2 2023 in Review

Copperwynd Financial sold out of Pinnacle West Capital (PNW) in Q2 2023, closing a stake of 2,557 shares — an estimated $203K sold.

Copperwynd Financial first reported a position in PNW in Q1 2022 and held it in 2 quarters. The position peaked at $203K in Q1 2023. 524 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

  • Copperwynd Financial reported no remaining Pinnacle West Capital position as of Q2 2023 after selling out during the quarter.
  • Copperwynd Financial sold 2,557 Pinnacle West Capital shares in Q2 2023, an estimated $203K.
  • Copperwynd Financial first reported a position in Pinnacle West Capital in Q1 2022 and held it in 2 quarters.
  • Copperwynd Financial's Pinnacle West Capital position peaked at $203K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on Copperwynd Financial's 13F filing for Q2 2023, filed 8 Aug 2023.