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GYL Financial Synergies’s Pinnacle West Capital PNW Stock Holding History

GYL Financial Synergies’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
Q3 		$293K Buy
3,306
+14
+0.4% +$1.2K 0.02% 297
2024
Q2 		$251K Buy
+3,292
New +$248K 0.02% 318

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GYL Financial Synergies's PNW Position: Q3 2024 in Review

GYL Financial Synergies increased its Pinnacle West Capital (PNW) stake by 0.43% in Q3 2024, buying an estimated $1.2K and bringing the position to 3,306 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #297.

GYL Financial Synergies first reported a position in PNW in Q2 2024 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

  • GYL Financial Synergies held 3,306 shares of Pinnacle West Capital worth $293K as of Q3 2024.
  • GYL Financial Synergies bought 14 Pinnacle West Capital shares in Q3 2024, an estimated $1.2K.
  • Pinnacle West Capital made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #297 holding.
  • GYL Financial Synergies first reported a position in Pinnacle West Capital in Q2 2024 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.