First Personal Financial Services’s Pinnacle West Capital PNW Stock Holding History

First Personal Financial Services’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
2024 Q3	$53.2K	Hold	601	–	–	0.01%	190
2024 Q2	$45.9K	Hold	601	–	–	0.01%	196
2024 Q1	$44.9K	Hold	601	–	–	0.01%	195
2023 Q4	$43.2K	Hold	601	–	–	0.01%	216
2023 Q3	$44.3K	Hold	601	–	–	0.01%	208
2023 Q2	$49K	Hold	601	–	–	0.01%	208
2023 Q1	$47.6K	Hold	601	–	–	0.01%	209
2022 Q4	$45.7K	Hold	601	–	–	0.01%	218
2022 Q3	$39K	Hold	601	–	–	0.01%	216
2022 Q2	$44K	Hold	601	–	–	0.01%	184
2022 Q1	$47K	Hold	601	–	–	0.01%	195
2021 Q4	$42K	Hold	601	–	–	0.01%	208
2021 Q3	$43K	Hold	601	–	–	0.01%	204
2021 Q2	$49K	Hold	601	–	–	0.01%	200
2021 Q1	$49K	Hold	601	–	–	0.01%	192
2020 Q4	$48K	Hold	601	–	–	0.01%	188
2020 Q3	$45K	Sell	601 -611	-50%	-$46.8K	0.01%	190
2020 Q2	$89K	Hold	1,212	–	–	0.03%	149
2020 Q1	$92K	Buy	+1,212	New	+$110K	0.04%	144
2019 Q4	–	Sell	-7	Closed	-$1K	–	569
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	495
2019 Q2	$1K	Buy	+7	New	+$667	﹤0.01%	747
2017 Q3	–	Sell	-627	Closed	-$53K	–	860
2017 Q2	$53K	Sell	627 -47	-7%	-$4.05K	0.01%	406
2017 Q1	$56K	Hold	674	–	–	0.01%	371
2016 Q4	$53K	Buy	+674	New	+$50.5K	0.01%	361

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

First Personal Financial Services's PNW Position: Q3 2024 in Review

First Personal Financial Services held its Pinnacle West Capital (PNW) position steady in Q3 2024 at 601 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #190.

First Personal Financial Services first reported a position in PNW in Q4 2016 and has held it in 24 quarters since. The position peaked at $92K in Q1 2020. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

First Personal Financial Services held 601 shares of Pinnacle West Capital worth $53.2K as of Q3 2024.
First Personal Financial Services left its Pinnacle West Capital share count unchanged in Q3 2024.
Pinnacle West Capital made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #190 holding.
First Personal Financial Services first reported a position in Pinnacle West Capital in Q4 2016 and has held it in 24 quarters since.
First Personal Financial Services's Pinnacle West Capital position peaked at $92K in Q1 2020.
579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.