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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM