Cresset Asset Management’s Pinnacle West Capital PNW Stock Holding History

Cresset Asset Management’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	-8,098	Closed	-$717K	–	2105
2024 Q3	$717K	Buy	8,098 +663	+9%	+$56.6K	﹤0.01%	1333
2024 Q2	$568K	Buy	7,435 +2,248	+43%	+$170K	﹤0.01%	1381
2024 Q1	$388K	Sell	5,187 -595	-10%	-$41.9K	﹤0.01%	1462
2023 Q4	$415K	Sell	5,782 -1,233	-18%	-$90.6K	﹤0.01%	1318
2023 Q3	$517K	Buy	7,015 +835	+14%	+$66.3K	﹤0.01%	1165
2023 Q2	$503K	Buy	+6,180	New	+$493K	﹤0.01%	1279
2019 Q2	–	Sell	-400	Closed	-$38K	–	1365
2019 Q1	$38K	Buy	400 +241	+152%	+$21.7K	﹤0.01%	859
2018 Q4	$14K	Buy	+159	New	+$13.7K	﹤0.01%	789

Other funds holding PNW

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM