DWMG
PNW icon

DB Wealth Management Group’s Pinnacle West Capital PNW Stock Holding History

DB Wealth Management 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
2021
Q1 		– Sell
-245
Closed -$20K – 382
2020
Q4 		$20K Buy
+245
New +$20.2K 0.01% 226

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 $298B AUM 21.96% 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

DB Wealth Management Group's PNW Position: Q1 2021 in Review

DB Wealth Management Group sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 245 shares — an estimated $20K sold.

DB Wealth Management Group first reported a position in PNW in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • DB Wealth Management Group reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 245 Pinnacle West Capital shares in Q1 2021, an estimated $20K.
  • DB Wealth Management Group first reported a position in Pinnacle West Capital in Q4 2020 and held it in 1 quarter.
  • DB Wealth Management Group's Pinnacle West Capital position peaked at $20K in Q4 2020.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on DB Wealth Management Group's 13F filing for Q1 2021, filed 6 May 2021.