CA
PNW icon

Crumly & Associates’s Pinnacle West Capital PNW Stock Holding History

Crumly & Associates’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
Q1 		– Sell
-2,978
Closed -$226K – 114
2022
Q4 		$226K Sell
2,978
-2,079
-41% -$149K 0.09% 93
2022
Q3 		$326K Buy
5,057
+520
+11% +$38.3K 0.13% 86
2022
Q2 		$332K Buy
+4,537
New +$339K 0.14% 86

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

Crumly & Associates's PNW Position: Q1 2023 in Review

Crumly & Associates sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 2,978 shares — an estimated $226K sold.

Crumly & Associates first reported a position in PNW in Q2 2022 and held it in 3 quarters. The position peaked at $332K in Q2 2022. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

  • Crumly & Associates reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
  • Crumly & Associates sold 2,978 Pinnacle West Capital shares in Q1 2023, an estimated $226K.
  • Crumly & Associates first reported a position in Pinnacle West Capital in Q2 2022 and held it in 3 quarters.
  • Crumly & Associates's Pinnacle West Capital position peaked at $332K in Q2 2022.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on Crumly & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.