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Horizon Investment Services’s Pinnacle West Capital PNW Stock Holding History

Horizon Investment Services’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
-3,601
Closed -$265K – 118
2023
Q3 		$265K Sell
3,601
-98
-3% -$7.78K 0.16% 89
2023
Q2 		$301K Sell
3,699
-164
-4% -$13.1K 0.18% 86
2023
Q1 		$306K Sell
3,863
-625
-14% -$47.2K 0.2% 87
2022
Q4 		$341K Buy
+4,488
New +$321K 0.25% 80

Other funds holding PNW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Horizon Investment Services's PNW Position: Q4 2023 in Review

Horizon Investment Services sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 3,601 shares — an estimated $265K sold.

Horizon Investment Services first reported a position in PNW in Q4 2022 and held it in 4 quarters. The position peaked at $341K in Q4 2022. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Horizon Investment Services reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • Horizon Investment Services sold 3,601 Pinnacle West Capital shares in Q4 2023, an estimated $265K.
  • Horizon Investment Services first reported a position in Pinnacle West Capital in Q4 2022 and held it in 4 quarters.
  • Horizon Investment Services's Pinnacle West Capital position peaked at $341K in Q4 2022.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Horizon Investment Services's 13F filing for Q4 2023, filed 12 Feb 2024.