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Ellevest Inc’s Pinnacle West Capital PNW Stock Holding History

Ellevest Inc’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
2020
Q3 		– Sell
-20
Closed -$1K – 1275
2020
Q2 		$1K Buy
+20
New +$1.51K ﹤0.01% 1041
2019
Q2 		– Sell
-46
Closed -$4K – 447
2019
Q1 		$4K Buy
+46
New +$4.15K ﹤0.01% 255

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American Century Companies
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Wellington Management Group
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
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Ellevest Inc's PNW Position: Q3 2020 in Review

Ellevest Inc sold out of Pinnacle West Capital (PNW) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Ellevest Inc first reported a position in PNW in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 506 funds tracked by Wall St. Rank hold PNW as of Q3 2020.

  • Ellevest Inc reported no remaining Pinnacle West Capital position as of Q3 2020 after selling out during the quarter.
  • Ellevest Inc sold 20 Pinnacle West Capital shares in Q3 2020, an estimated $1K.
  • Ellevest Inc first reported a position in Pinnacle West Capital in Q1 2019 and held it in 2 quarters.
  • Ellevest Inc's Pinnacle West Capital position peaked at $4K in Q1 2019.
  • 506 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.