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Ellis Investment Partners’s Pinnacle West Capital PNW Stock Holding History

Ellis Investment Partners’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
2022
Q1 		– Sell
-103
Closed -$7K – 841
2021
Q4 		$7K Sell
103
-199
-66% -$13.4K ﹤0.01% 665
2021
Q3 		$21K Buy
+302
New +$23.9K 0.01% 506

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Ellis Investment Partners's PNW Position: Q1 2022 in Review

Ellis Investment Partners sold out of Pinnacle West Capital (PNW) in Q1 2022, closing a stake of 103 shares — an estimated $7K sold.

Ellis Investment Partners first reported a position in PNW in Q3 2021 and held it in 2 quarters. The position peaked at $21K in Q3 2021. 482 funds tracked by Wall St. Rank hold PNW as of Q1 2022.

  • Ellis Investment Partners reported no remaining Pinnacle West Capital position as of Q1 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 103 Pinnacle West Capital shares in Q1 2022, an estimated $7K.
  • Ellis Investment Partners first reported a position in Pinnacle West Capital in Q3 2021 and held it in 2 quarters.
  • Ellis Investment Partners's Pinnacle West Capital position peaked at $21K in Q3 2021.
  • 482 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2022.

Based on Ellis Investment Partners's 13F filing for Q1 2022, filed 3 May 2022.