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Csenge Advisory Group’s Pinnacle West Capital PNW Stock Holding History

Csenge Advisory Group’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
2022
Q1 		– Sell
-5,909
Closed -$491K – 690
2021
Q4 		$491K Buy
+5,909
New +$397K 0.04% 343
2021
Q3 		– Sell
-5,909
Closed -$491K – 606
2021
Q2 		$491K Buy
+5,909
New +$500K 0.04% 344
2018
Q4 		– Sell
-53
Closed -$4K – 1143
2018
Q3 		$4K Buy
+53
New +$4.26K ﹤0.01% 654

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $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

Csenge Advisory Group's PNW Position: Q1 2022 in Review

Csenge Advisory Group sold out of Pinnacle West Capital (PNW) in Q1 2022, closing a stake of 5,909 shares — an estimated $491K sold.

Csenge Advisory Group first reported a position in PNW in Q3 2018 and held it in 3 quarters. The position peaked at $491K in Q4 2021. 482 funds tracked by Wall St. Rank hold PNW as of Q1 2022.

  • Csenge Advisory Group reported no remaining Pinnacle West Capital position as of Q1 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 5,909 Pinnacle West Capital shares in Q1 2022, an estimated $491K.
  • Csenge Advisory Group first reported a position in Pinnacle West Capital in Q3 2018 and held it in 3 quarters.
  • Csenge Advisory Group's Pinnacle West Capital position peaked at $491K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.