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Evoke Wealth’s Pinnacle West Capital PNW Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-1,636
Closed -$106K – 932
2022
Q3 		$106K Sell
1,636
-262
-14% -$19.3K ﹤0.01% 406
2022
Q2 		$139K Sell
1,898
-151
-7% -$11.3K 0.01% 371
2022
Q1 		$160K Buy
2,049
+17
+0.8% +$1.22K 0.01% 380
2021
Q4 		$143K Buy
2,032
+32
+2% +$2.15K ﹤0.01% 405
2021
Q3 		$144K Buy
+2,000
New +$159K 0.01% 378
2021
Q2 		– Sell
-68
Closed -$6K – 1215
2021
Q1 		$6K Buy
+68
New +$5.26K ﹤0.01% 811
2020
Q2 		– Sell
-18
Closed -$1.37K – 1159
2020
Q1 		$1.37K Sell
18
-2
-10% -$181 ﹤0.01% 880
2019
Q4 		$1.81K Sell
20
-20
-50% -$1.8K ﹤0.01% 1087
2019
Q3 		$3.89K Buy
+40
New +$3.77K ﹤0.01% 1063

Other funds holding PNW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evoke Wealth's PNW Position: Q4 2022 in Review

Evoke Wealth sold out of Pinnacle West Capital (PNW) in Q4 2022, closing a stake of 1,636 shares — an estimated $106K sold.

Evoke Wealth first reported a position in PNW in Q3 2019 and held it in 9 quarters. The position peaked at $160K in Q1 2022. 537 funds tracked by Wall St. Rank hold PNW as of Q4 2022.

  • Evoke Wealth reported no remaining Pinnacle West Capital position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,636 Pinnacle West Capital shares in Q4 2022, an estimated $106K.
  • Evoke Wealth first reported a position in Pinnacle West Capital in Q3 2019 and held it in 9 quarters.
  • Evoke Wealth's Pinnacle West Capital position peaked at $160K in Q1 2022.
  • 537 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.