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Gradient Investments’s Pinnacle West Capital PNW Stock Holding History

Gradient Investments’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
Q1 		– Sell
-302
Closed -$21.7K – 1677
2023
Q4 		$21.7K Buy
+302
New +$22.2K ﹤0.01% 693
2020
Q1 		– Sell
-110
Closed -$10K – 1207
2019
Q4 		$10K Hold
110
– – ﹤0.01% 703
2019
Q3 		$11K Buy
110
+10
+10% +$942 ﹤0.01% 646
2019
Q2 		$9K Hold
100
– – ﹤0.01% 681
2019
Q1 		$10K Hold
100
– – ﹤0.01% 555
2018
Q4 		$9K Sell
100
-437
-81% -$37.6K ﹤0.01% 608
2018
Q3 		$43K Sell
537
-379
-41% -$30.4K ﹤0.01% 382
2018
Q2 		$74K Buy
916
+100
+12% +$7.82K ﹤0.01% 298
2018
Q1 		$65K Sell
816
-8
-1% -$628 ﹤0.01% 311
2017
Q4 		$70K Buy
+824
New +$72.7K ﹤0.01% 312
2017
Q3 		– Sell
-816
Closed -$69K – 587
2017
Q2 		$69K Buy
816
+379
+87% +$32.6K ﹤0.01% 285
2017
Q1 		$36K Hold
437
– – ﹤0.01% 339
2016
Q4 		$34K Hold
437
– – ﹤0.01% 300
2016
Q3 		$33K Buy
437
+3
+0.7% +$234 ﹤0.01% 302
2016
Q2 		$35K Hold
434
– – ﹤0.01% 289
2016
Q1 		$33K Buy
+434
New +$29.7K ﹤0.01% 283

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gradient Investments's PNW Position: Q1 2024 in Review

Gradient Investments sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 302 shares — an estimated $21.7K sold.

Gradient Investments first reported a position in PNW in Q1 2016 and held it in 16 quarters. The position peaked at $74K in Q2 2018. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Gradient Investments reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 302 Pinnacle West Capital shares in Q1 2024, an estimated $21.7K.
  • Gradient Investments first reported a position in Pinnacle West Capital in Q1 2016 and held it in 16 quarters.
  • Gradient Investments's Pinnacle West Capital position peaked at $74K in Q2 2018.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.