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Harvest Group Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Harvest Group 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
2020
Q2 		– Sell
-232
Closed -$17K – 769
2020
Q1 		$17K Hold
232
– – 0.02% 152
2019
Q4 		$20K Hold
232
– – 0.02% 160
2019
Q3 		$23K Buy
+232
New +$21.9K 0.03% 148

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's PNW Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Pinnacle West Capital (PNW) in Q2 2020, closing a stake of 232 shares — an estimated $17K sold.

Harvest Group Wealth Management first reported a position in PNW in Q3 2019 and held it in 3 quarters. The position peaked at $23K in Q3 2019. 497 funds tracked by Wall St. Rank hold PNW as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Pinnacle West Capital position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 232 Pinnacle West Capital shares in Q2 2020, an estimated $17K.
  • Harvest Group Wealth Management first reported a position in Pinnacle West Capital in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Pinnacle West Capital position peaked at $23K in Q3 2019.
  • 497 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.