FWIA
PNW icon

Fort Washington Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Fort Washington Investment Advisors’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
Q1 		– Sell
-3,427
Closed -$274K – 510
2020
Q4 		$274K Buy
3,427
+300
+10% +$24.7K ﹤0.01% 456
2020
Q3 		$233K Buy
+3,127
New +$239K ﹤0.01% 458
2018
Q3 		– Sell
-3,200
Closed -$258K – 558
2018
Q2 		$258K Sell
3,200
-200
-6% -$15.6K ﹤0.01% 504
2018
Q1 		$271K Buy
+3,400
New +$267K ﹤0.01% 517
2016
Q2 		– Sell
-3,700
Closed -$278K – 470
2016
Q1 		$278K Buy
+3,700
New +$253K 0.01% 417
2015
Q4 		– Sell
-9,600
Closed -$616K – 422
2015
Q3 		$616K Buy
9,600
+100
+1% +$6.11K 0.01% 332
2015
Q2 		$540K Buy
9,500
+3,000
+46% +$181K 0.01% 327
2015
Q1 		$414K Sell
6,500
-2,700
-29% -$180K 0.01% 351
2014
Q4 		$628K Sell
9,200
-4,600
-33% -$286K 0.01% 313
2014
Q3 		$754K Sell
13,800
-700
-5% -$39K 0.02% 298
2014
Q2 		$839K Buy
14,500
+300
+2% +$16.6K 0.02% 295
2014
Q1 		$776K Buy
+14,200
New +$761K 0.02% 287

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
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

Fort Washington Investment Advisors's PNW Position: Q1 2021 in Review

Fort Washington Investment Advisors sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 3,427 shares — an estimated $274K sold.

Fort Washington Investment Advisors first reported a position in PNW in Q1 2014 and held it in 12 quarters. The position peaked at $839K in Q2 2014. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • Fort Washington Investment Advisors reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 3,427 Pinnacle West Capital shares in Q1 2021, an estimated $274K.
  • Fort Washington Investment Advisors first reported a position in Pinnacle West Capital in Q1 2014 and held it in 12 quarters.
  • Fort Washington Investment Advisors's Pinnacle West Capital position peaked at $839K in Q2 2014.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2021, filed 5 May 2021.