HeadInvest LLC’s Pinnacle West Capital PNW Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-212	Closed	-$15.1K	–	563
2023 Q3	$15.1K	Buy	+212	New	+$16.8K	﹤0.01%	511

Other funds holding PNW

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

HeadInvest LLC's PNW Position: Q4 2023 in Review

HeadInvest LLC sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 212 shares — an estimated $15.1K sold.

HeadInvest LLC first reported a position in PNW in Q3 2023 and held it in 1 quarter. The position peaked at $15.1K in Q3 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

HeadInvest LLC reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 212 Pinnacle West Capital shares in Q4 2023, an estimated $15.1K.
HeadInvest LLC first reported a position in Pinnacle West Capital in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Pinnacle West Capital position peaked at $15.1K in Q3 2023.
548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.