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Freestone Capital Holdings’s Pinnacle West Capital PNW Stock Holding History

Freestone Capital Holdings’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
-25
Closed -$2K – 923
2020
Q4 		$2K Hold
25
– – ﹤0.01% 1143
2020
Q3 		$1.86K Buy
+25
New +$1.91K ﹤0.01% 1047
2014
Q3 		– Sell
-4,553
Closed -$263K – 169
2014
Q2 		$263K Buy
+4,553
New +$252K 0.04% 176

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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

Freestone Capital Holdings's PNW Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 25 shares — an estimated $2K sold.

Freestone Capital Holdings first reported a position in PNW in Q2 2014 and held it in 3 quarters. The position peaked at $263K in Q2 2014. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 25 Pinnacle West Capital shares in Q1 2021, an estimated $2K.
  • Freestone Capital Holdings first reported a position in Pinnacle West Capital in Q2 2014 and held it in 3 quarters.
  • Freestone Capital Holdings's Pinnacle West Capital position peaked at $263K in Q2 2014.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.