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Freedom Investment Management’s Pinnacle West Capital PNW Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-9,479
Closed -$708K – 845
2024
Q1 		$708K Sell
9,479
-3,766
-28% -$265K 0.06% 342
2023
Q4 		$952K Sell
13,245
-3,800
-22% -$279K 0.08% 265
2023
Q3 		$1.26M Sell
17,045
-2,735
-14% -$217K 0.15% 157
2023
Q2 		$1.61M Sell
19,780
-1,902
-9% -$152K 0.18% 129
2023
Q1 		$1.72M Buy
+21,682
New +$1.64M 0.19% 133
2022
Q3 		– Sell
-3,374
Closed -$247K – 768
2022
Q2 		$247K Buy
+3,374
New +$252K 0.03% 633
2018
Q2 		– Sell
-4,060
Closed -$324K – 1086
2018
Q1 		$324K Sell
4,060
-1,577
-28% -$124K 0.02% 855
2017
Q4 		$480K Buy
5,637
+1,352
+32% +$119K 0.02% 647
2017
Q3 		$362K Buy
4,285
+357
+9% +$31.3K 0.02% 753
2017
Q2 		$334K Buy
3,928
+39
+1% +$3.36K 0.02% 739
2017
Q1 		$324K Buy
3,889
+327
+9% +$26.1K 0.02% 724
2016
Q4 		$278K Sell
3,562
-2,947
-45% -$221K 0.02% 729
2016
Q3 		$495K Buy
6,509
+2,589
+66% +$202K 0.03% 454
2016
Q2 		$318K Buy
3,920
+510
+15% +$38K 0.02% 569
2016
Q1 		$256K Sell
3,410
-1,721
-34% -$118K 0.02% 624
2015
Q4 		$331K Buy
+5,131
New +$327K 0.03% 525

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Freedom Investment Management's PNW Position: Q2 2024 in Review

Freedom Investment Management sold out of Pinnacle West Capital (PNW) in Q2 2024, closing a stake of 9,479 shares — an estimated $708K sold.

Freedom Investment Management first reported a position in PNW in Q4 2015 and held it in 16 quarters. The position peaked at $1.72M in Q1 2023. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Freedom Investment Management reported no remaining Pinnacle West Capital position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 9,479 Pinnacle West Capital shares in Q2 2024, an estimated $708K.
  • Freedom Investment Management first reported a position in Pinnacle West Capital in Q4 2015 and held it in 16 quarters.
  • Freedom Investment Management's Pinnacle West Capital position peaked at $1.72M in Q1 2023.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.