First Trust Direct Indexing’s Pinnacle West Capital PNW Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-3,103	Closed	-$275K	–	677
2024 Q3	$275K	Buy	+3,103	New	+$265K	0.01%	778
2023 Q3	–	Sell	-4,263	Closed	-$347K	–	731
2023 Q2	$347K	Buy	4,263 +1,059	+33%	+$84.5K	0.04%	498
2023 Q1	$254K	Sell	3,204 -850	-21%	-$64.1K	0.03%	591
2022 Q4	$308K	Buy	+4,054	New	+$290K	0.04%	503
2021 Q3	–	Sell	-2,605	Closed	-$214K	–	676
2021 Q2	$214K	Buy	+2,605	New	+$220K	0.03%	541
2021 Q1	–	Sell	-237	Closed	-$19K	–	840
2020 Q4	$19K	Buy	+237	New	+$19.5K	0.01%	862

Other funds holding PNW

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Direct Indexing's PNW Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Pinnacle West Capital (PNW) in Q4 2024, closing a stake of 3,103 shares — an estimated $275K sold.

First Trust Direct Indexing first reported a position in PNW in Q4 2020 and held it in 6 quarters. The position peaked at $347K in Q2 2023. 616 funds tracked by Wall St. Rank hold PNW as of Q4 2024.

First Trust Direct Indexing reported no remaining Pinnacle West Capital position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 3,103 Pinnacle West Capital shares in Q4 2024, an estimated $275K.
First Trust Direct Indexing first reported a position in Pinnacle West Capital in Q4 2020 and held it in 6 quarters.
First Trust Direct Indexing's Pinnacle West Capital position peaked at $347K in Q2 2023.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.