DZ Bank
PNW icon

DZ Bank’s Pinnacle West Capital PNW Stock Holding History

DZ Bank’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
Q4 		– Sell
-3,889
Closed -$287K – 1032
2023
Q3 		$287K Sell
3,889
-4,350
-53% -$345K ﹤0.01% 777
2023
Q2 		$671K Buy
8,239
+2,036
+33% +$162K ﹤0.01% 721
2023
Q1 		$492K Hold
6,203
– – ﹤0.01% 752
2022
Q4 		$472K Buy
+6,203
New +$443K ﹤0.01% 780
2021
Q3 		– Sell
-1,221
Closed -$100K – 995
2021
Q2 		$100K Hold
1,221
– – ﹤0.01% 883
2021
Q1 		$99.3K Hold
1,221
– – ﹤0.01% 835
2020
Q4 		$97.6K Sell
1,221
-2,308
-65% -$190K ﹤0.01% 809
2020
Q3 		$263K Sell
3,529
-10,548
-75% -$808K ﹤0.01% 666
2020
Q2 		$1.03M Sell
14,077
-10,247
-42% -$774K ﹤0.01% 530
2020
Q1 		$1.84M Buy
24,324
+18,979
+355% +$1.72M 0.01% 458
2019
Q4 		$481K Buy
5,345
+4,595
+613% +$415K ﹤0.01% 580
2019
Q3 		$72.8K Buy
+750
New +$70.6K ﹤0.01% 723
2019
Q1 		– Sell
-2,070
Closed -$176K – 786
2018
Q4 		$176K Hold
2,070
– – ﹤0.01% 666
2018
Q3 		$163K Hold
2,070
– – ﹤0.01% 691
2018
Q2 		$166K Sell
2,070
-27,425
-93% -$2.15M ﹤0.01% 740
2018
Q1 		$2.35M Sell
29,495
-56,306
-66% -$4.42M 0.01% 529
2017
Q4 		$7.31M Hold
85,801
– – 0.03% 319
2017
Q3 		$7.25M Buy
85,801
+12,321
+17% +$1.08M 0.03% 314
2017
Q2 		$6.26M Buy
73,480
+3,989
+6% +$344K 0.03% 317
2017
Q1 		$5.79M Buy
69,491
+38,257
+122% +$3.06M 0.03% 325
2016
Q4 		$2.44M Buy
+31,234
New +$2.34M 0.01% 445

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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

DZ Bank's PNW Position: Q4 2023 in Review

DZ Bank sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 3,889 shares — an estimated $287K sold.

DZ Bank first reported a position in PNW in Q4 2016 and held it in 21 quarters. The position peaked at $7.31M in Q4 2017. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • DZ Bank reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • DZ Bank sold 3,889 Pinnacle West Capital shares in Q4 2023, an estimated $287K.
  • DZ Bank first reported a position in Pinnacle West Capital in Q4 2016 and held it in 21 quarters.
  • DZ Bank's Pinnacle West Capital position peaked at $7.31M in Q4 2017.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on DZ Bank's 13F filing for Q4 2023, filed 14 Feb 2024.