DGAM
PNW icon

Desjardins Global Asset Management’s Pinnacle West Capital PNW Stock Holding History

Desjardins Global Asset Management’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
Q3 		– Sell
-192
Closed -$15.6K – 712
2023
Q2 		$15.6K Hold
192
– – ﹤0.01% 594
2023
Q1 		$15K Buy
+192
New +$14.5K ﹤0.01% 595

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Desjardins Global Asset Management's PNW Position: Q3 2023 in Review

Desjardins Global Asset Management sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 192 shares — an estimated $15.6K sold.

Desjardins Global Asset Management first reported a position in PNW in Q1 2023 and held it in 2 quarters. The position peaked at $15.6K in Q2 2023. 519 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Desjardins Global Asset Management reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Desjardins Global Asset Management sold 192 Pinnacle West Capital shares in Q3 2023, an estimated $15.6K.
  • Desjardins Global Asset Management first reported a position in Pinnacle West Capital in Q1 2023 and held it in 2 quarters.
  • Desjardins Global Asset Management's Pinnacle West Capital position peaked at $15.6K in Q2 2023.
  • 519 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Desjardins Global Asset Management's 13F filing for Q3 2023, filed 8 Nov 2023.