Financial Architects (New Jersey)’s Pinnacle West Capital PNW Stock Holding History

Financial Architects (New Jersey)’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	-13	Closed	-$1K	–	888
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	821
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	878
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	961
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	1153
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	1382
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	1283
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	1377
2018 Q2	$1K	Buy	+13	New	+$1.02K	﹤0.01%	1274

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Architects (New Jersey)'s PNW Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Pinnacle West Capital (PNW) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in PNW in Q2 2018 and held it in 8 quarters. The position peaked at $1K in Q1 2020. 497 funds tracked by Wall St. Rank hold PNW as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Pinnacle West Capital position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 13 Pinnacle West Capital shares in Q2 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Pinnacle West Capital in Q2 2018 and held it in 8 quarters.
Financial Architects (New Jersey)'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 Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.