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Diversify Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Diversify Advisory Services’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
Q2 		– Sell
-2,857
Closed -$212K – 704
2024
Q1 		$212K Buy
+2,857
New +$201K 0.01% 602

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Diversify Advisory Services's PNW Position: Q2 2024 in Review

Diversify Advisory Services sold out of Pinnacle West Capital (PNW) in Q2 2024, closing a stake of 2,857 shares — an estimated $212K sold.

Diversify Advisory Services first reported a position in PNW in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Diversify Advisory Services reported no remaining Pinnacle West Capital position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 2,857 Pinnacle West Capital shares in Q2 2024, an estimated $212K.
  • Diversify Advisory Services first reported a position in Pinnacle West Capital in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Pinnacle West Capital position peaked at $212K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.