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Heritage Wealth Management (Arizona)’s Pinnacle West Capital PNW Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$5K Hold
70
– – ﹤0.01% 737
2021
Q2 		$6K Buy
+70
New +$5.92K ﹤0.01% 727

Other funds holding PNW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PNW Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Pinnacle West Capital (PNW) position steady in Q3 2021 at 70 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Heritage Wealth Management (Arizona) first reported a position in PNW in Q2 2021 and has held it in 2 quarters since. The position peaked at $6K in Q2 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 70 shares of Pinnacle West Capital worth $5K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Pinnacle West Capital share count unchanged in Q3 2021.
  • Pinnacle West Capital made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #737 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Pinnacle West Capital in Q2 2021 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s Pinnacle West Capital position peaked at $6K in Q2 2021.
  • 511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.