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Disciplined Investments’s Pinnacle West Capital PNW Stock Holding History

Disciplined Investments’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
-16
Closed -$1.3K – 1175
2023
Q2 		$1.3K Sell
16
-1
-6% -$80 ﹤0.01% 848
2023
Q1 		$1.35K Sell
17
-1
-6% -$75 ﹤0.01% 836
2022
Q4 		$1.37K Sell
18
-2
-10% -$143 ﹤0.01% 769
2022
Q3 		$1K Buy
20
+1
+5% +$74 ﹤0.01% 1039
2022
Q2 		$1K Buy
19
+5
+36% +$374 ﹤0.01% 1065
2022
Q1 		$1K Buy
+14
New +$1K ﹤0.01% 1128

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Disciplined Investments's PNW Position: Q3 2023 in Review

Disciplined Investments sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 16 shares — an estimated $1.3K sold.

Disciplined Investments first reported a position in PNW in Q1 2022 and held it in 6 quarters. The position peaked at $1.37K in Q4 2022. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Disciplined Investments reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Pinnacle West Capital shares in Q3 2023, an estimated $1.3K.
  • Disciplined Investments first reported a position in Pinnacle West Capital in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Pinnacle West Capital position peaked at $1.37K in Q4 2022.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.