FourThought Financial’s Pinnacle West Capital PNW Stock Holding History

FourThought Financial’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 Q3	$86K	Hold	1,338	–	–	0.01%	471
2022 Q2	$98K	Hold	1,338	–	–	0.01%	438
2022 Q1	$104K	Hold	1,338	–	–	0.01%	470
2021 Q4	$94K	Hold	1,338	–	–	0.01%	500
2021 Q3	$96K	Hold	1,338	–	–	0.01%	500
2021 Q2	$109K	Hold	1,338	–	–	0.01%	473
2021 Q1	$108K	Hold	1,338	–	–	0.02%	476
2020 Q4	$106K	Buy	+1,338	New	+$110K	0.02%	469

Other funds holding PNW

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FourThought Financial's PNW Position: Q3 2022 in Review

FourThought Financial held its Pinnacle West Capital (PNW) position steady in Q3 2022 at 1,338 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #471.

FourThought Financial first reported a position in PNW in Q4 2020 and has held it in 8 quarters since. The position peaked at $109K in Q2 2021. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

FourThought Financial held 1,338 shares of Pinnacle West Capital worth $86K as of Q3 2022.
FourThought Financial left its Pinnacle West Capital share count unchanged in Q3 2022.
Pinnacle West Capital made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #471 holding.
FourThought Financial first reported a position in Pinnacle West Capital in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Pinnacle West Capital position peaked at $109K in Q2 2021.
479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.