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Foundations Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Foundations 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
2022
Q2 		– Sell
-3,414
Closed -$265K – 409
2022
Q1 		$265K Buy
3,414
+441
+15% +$31.6K 0.01% 300
2021
Q4 		$209K Buy
+2,973
New +$200K 0.01% 329

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foundations Investment Advisors's PNW Position: Q2 2022 in Review

Foundations Investment Advisors sold out of Pinnacle West Capital (PNW) in Q2 2022, closing a stake of 3,414 shares — an estimated $265K sold.

Foundations Investment Advisors first reported a position in PNW in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q1 2022. 493 funds tracked by Wall St. Rank hold PNW as of Q2 2022.

  • Foundations Investment Advisors reported no remaining Pinnacle West Capital position as of Q2 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,414 Pinnacle West Capital shares in Q2 2022, an estimated $265K.
  • Foundations Investment Advisors first reported a position in Pinnacle West Capital in Q4 2021 and held it in 2 quarters.
  • Foundations Investment Advisors's Pinnacle West Capital position peaked at $265K in Q1 2022.
  • 493 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2022.

Based on Foundations Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.