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FSB Premier Wealth Management’s Pinnacle West Capital PNW Stock Holding History

FSB Premier Wealth 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
2022
Q1 		– Sell
-280
Closed -$19K – 407
2021
Q4 		$19K Buy
+280
New +$18.8K 0.01% 360

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State Street
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Barrow, Hanley, Mewhinney & Strauss
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American Century Companies
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

FSB Premier Wealth Management's PNW Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2022, closing a stake of 280 shares — an estimated $19K sold.

FSB Premier Wealth Management first reported a position in PNW in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 481 funds tracked by Wall St. Rank hold PNW as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 280 Pinnacle West Capital shares in Q1 2022, an estimated $19K.
  • FSB Premier Wealth Management first reported a position in Pinnacle West Capital in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Pinnacle West Capital position peaked at $19K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.