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Cypress Capital Group’s Pinnacle West Capital PNW Stock Holding History

Cypress Capital 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
2024
Q1 		– Sell
-7,887
Closed -$567K – 310
2023
Q4 		$567K Sell
7,887
-1,712
-18% -$126K 0.07% 207
2023
Q3 		$707K Buy
9,599
+2,602
+37% +$207K 0.1% 176
2023
Q2 		$570K Sell
6,997
-19
-0.3% -$1.51K 0.08% 206
2023
Q1 		$556K Buy
+7,016
New +$529K 0.09% 201
2021
Q1 		– Sell
-4,735
Closed -$379K – 288
2020
Q4 		$379K Sell
4,735
-734
-13% -$60.5K 0.06% 218
2020
Q3 		$407K Buy
5,469
+1,446
+36% +$111K 0.07% 200
2020
Q2 		$295K Buy
+4,023
New +$304K 0.05% 209

Other funds holding PNW

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 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

Cypress Capital Group's PNW Position: Q1 2024 in Review

Cypress Capital Group sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 7,887 shares — an estimated $567K sold.

Cypress Capital Group first reported a position in PNW in Q2 2020 and held it in 7 quarters. The position peaked at $707K in Q3 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Cypress Capital Group reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • Cypress Capital Group sold 7,887 Pinnacle West Capital shares in Q1 2024, an estimated $567K.
  • Cypress Capital Group first reported a position in Pinnacle West Capital in Q2 2020 and held it in 7 quarters.
  • Cypress Capital Group's Pinnacle West Capital position peaked at $707K in Q3 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Cypress Capital Group's 13F filing for Q1 2024, filed 8 May 2024.