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Graham Capital Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Graham Capital 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
2023
Q2 		– Sell
-314
Closed -$249K – 117
2023
Q1 		$249K Buy
+314
New +$23.7K 0.04% 152

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Invesco
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Massachusetts Financial Services
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Geode Capital Management
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American Century Companies
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Norges Bank
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Graham Capital Wealth Management's PNW Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Pinnacle West Capital (PNW) in Q2 2023, closing a stake of 314 shares — an estimated $249K sold.

Graham Capital Wealth Management first reported a position in PNW in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 524 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Pinnacle West Capital position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 314 Pinnacle West Capital shares in Q2 2023, an estimated $249K.
  • Graham Capital Wealth Management first reported a position in Pinnacle West Capital in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Pinnacle West Capital position peaked at $249K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.