Fiduciary Trust’s Pinnacle West Capital PNW Stock Holding History

Fiduciary Trust’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
2021 Q3	–	Sell	-3,056	Closed	-$251K	–	655
2021 Q2	$251K	Sell	3,056 -17	-0.6%	-$1.44K	﹤0.01%	580
2021 Q1	$250K	Sell	3,073 -17	-0.6%	-$1.31K	0.01%	560
2020 Q4	$247K	Sell	3,090 -1	-0%	-$82	0.01%	528
2020 Q3	$231K	Sell	3,091 -37	-1%	-$2.83K	0.01%	506
2020 Q2	$229K	Sell	3,128 -125	-4%	-$9.44K	0.01%	496
2020 Q1	$247K	Sell	3,253 -8	-0.2%	-$726	0.01%	444
2019 Q4	$293K	Hold	3,261	–	–	0.01%	454
2019 Q3	$317K	Sell	3,261 -266	-8%	-$25.1K	0.01%	441
2019 Q2	$332K	Hold	3,527	–	–	0.01%	410
2019 Q1	$337K	Sell	3,527 -4	-0.1%	-$361	0.01%	393
2018 Q4	$301K	Buy	3,531 +3	+0.1%	+$258	0.01%	382
2018 Q3	$279K	Buy	+3,528	New	+$283K	0.01%	412

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Fiduciary Trust's PNW Position: Q3 2021 in Review

Fiduciary Trust sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 3,056 shares — an estimated $251K sold.

Fiduciary Trust first reported a position in PNW in Q3 2018 and held it in 12 quarters. The position peaked at $337K in Q1 2019. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

Fiduciary Trust reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
Fiduciary Trust sold 3,056 Pinnacle West Capital shares in Q3 2021, an estimated $251K.
Fiduciary Trust first reported a position in Pinnacle West Capital in Q3 2018 and held it in 12 quarters.
Fiduciary Trust's Pinnacle West Capital position peaked at $337K in Q1 2019.
511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Fiduciary Trust's 13F filing for Q3 2021, filed 12 Nov 2021.