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CSat Investment Advisory’s Pinnacle West Capital PNW Stock Holding History

CSat Investment Advisory’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
Q1 		$97K Buy
1,188
+371
+45% +$28.7K 0.08% 92
2020
Q4 		$65K Sell
817
-296
-27% -$24.4K 0.06% 116
2020
Q3 		$83K Buy
1,113
+174
+19% +$13.3K 0.01% 539
2020
Q2 		$69K Buy
939
+306
+48% +$23.1K 0.01% 603
2020
Q1 		$48K Sell
633
-1
-0.2% -$91 0.01% 533
2019
Q4 		$57K Buy
634
+159
+33% +$14.3K 0.02% 590
2019
Q3 		$46K Buy
475
+27
+6% +$2.54K 0.01% 587
2019
Q2 		$42K Buy
448
+150
+50% +$14.3K 0.01% 609
2019
Q1 		$28K Buy
298
+28
+10% +$2.53K 0.01% 240
2018
Q4 		$23K Sell
270
-21
-7% -$1.81K 0.01% 242
2018
Q3 		$23K Buy
291
+12
+4% +$964 0.01% 202
2018
Q2 		$22K Buy
+279
New +$21.8K 0.01% 194

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
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

CSat Investment Advisory's PNW Position: Q1 2021 in Review

CSat Investment Advisory increased its Pinnacle West Capital (PNW) stake by 45% in Q1 2021, buying an estimated $28.7K and bringing the position to 1,188 shares worth $97K. The position accounts for 0.08% of the portfolio, ranked #92.

CSat Investment Advisory first reported a position in PNW in Q2 2018 and has held it in 12 quarters since. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • CSat Investment Advisory held 1,188 shares of Pinnacle West Capital worth $97K as of Q1 2021.
  • CSat Investment Advisory bought 371 Pinnacle West Capital shares in Q1 2021, an estimated $28.7K.
  • Pinnacle West Capital made up 0.08% of CSat Investment Advisory's portfolio in Q1 2021, its #92 holding.
  • CSat Investment Advisory first reported a position in Pinnacle West Capital in Q2 2018 and has held it in 12 quarters since.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.