Hartford Financial Management’s Pinnacle West Capital PNW Stock Holding History

Hartford Financial 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
2024 Q1	–	Sell	-13,000	Closed	-$934K	–	397
2023 Q4	$934K	Hold	13,000	–	–	0.21%	111
2023 Q3	$958K	Hold	13,000	–	–	0.24%	111
2023 Q2	$1.06M	Hold	13,000	–	–	0.26%	106
2023 Q1	$1.03M	Hold	13,000	–	–	0.27%	111
2022 Q4	$989K	Hold	13,000	–	–	0.26%	110
2022 Q3	$839K	Hold	13,000	–	–	0.25%	112
2022 Q2	$951K	Hold	13,000	–	–	0.26%	107
2022 Q1	$1.01M	Hold	13,000	–	–	0.24%	109
2021 Q4	$918K	Buy	+13,000	New	+$873K	0.21%	113

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hartford Financial Management's PNW Position: Q1 2024 in Review

Hartford Financial Management sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 13,000 shares — an estimated $934K sold.

Hartford Financial Management first reported a position in PNW in Q4 2021 and held it in 9 quarters. The position peaked at $1.06M in Q2 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

Hartford Financial Management reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
Hartford Financial Management sold 13,000 Pinnacle West Capital shares in Q1 2024, an estimated $934K.
Hartford Financial Management first reported a position in Pinnacle West Capital in Q4 2021 and held it in 9 quarters.
Hartford Financial Management's Pinnacle West Capital position peaked at $1.06M in Q2 2023.
527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Hartford Financial Management's 13F filing for Q1 2024, filed 24 Apr 2024.