EWM
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EPG Wealth Management’s Pinnacle West Capital PNW Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-10
Closed -$1K – 597
2020
Q1 		$1K Buy
+10
New +$907 ﹤0.01% 753

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American Century Companies
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ZP
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Massachusetts Financial Services
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's PNW Position: Q2 2020 in Review

EPG Wealth Management sold out of Pinnacle West Capital (PNW) in Q2 2020, closing a stake of 10 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in PNW in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 497 funds tracked by Wall St. Rank hold PNW as of Q2 2020.

  • EPG Wealth Management reported no remaining Pinnacle West Capital position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 10 Pinnacle West Capital shares in Q2 2020, an estimated $1K.
  • EPG Wealth Management first reported a position in Pinnacle West Capital in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Pinnacle West Capital position peaked at $1K in Q1 2020.
  • 497 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.