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Galvin Gaustad & Stein’s Pinnacle West Capital PNW Stock Holding History

Galvin Gaustad & Stein’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
Q3 		– Sell
-65,655
Closed -$5.38M – 189
2021
Q2 		$5.38M Buy
65,655
+479
+0.7% +$40.5K 0.51% 65
2021
Q1 		$5.3M Buy
+65,176
New +$5.04M 0.53% 61

Other funds holding PNW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Galvin Gaustad & Stein's PNW Position: Q3 2021 in Review

Galvin Gaustad & Stein sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 65,655 shares — an estimated $5.38M sold.

Galvin Gaustad & Stein first reported a position in PNW in Q1 2021 and held it in 2 quarters. The position peaked at $5.38M in Q2 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

  • Galvin Gaustad & Stein reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 65,655 Pinnacle West Capital shares in Q3 2021, an estimated $5.38M.
  • Galvin Gaustad & Stein first reported a position in Pinnacle West Capital in Q1 2021 and held it in 2 quarters.
  • Galvin Gaustad & Stein's Pinnacle West Capital position peaked at $5.38M in Q2 2021.
  • 511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2021, filed 29 Oct 2021.