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HTLF Bank’s Pinnacle West Capital PNW Stock Holding History

HTLF Bank’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
Q4 		– Sell
-3,000
Closed -$266K – 235
2024
Q3 		$266K Hold
3,000
– – 0.03% 190
2024
Q2 		$229K Hold
3,000
– – 0.03% 215
2024
Q1 		$224K Hold
3,000
– – 0.03% 214
2023
Q4 		$216K Buy
+3,000
New +$220K 0.03% 203

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

HTLF Bank's PNW Position: Q4 2024 in Review

HTLF Bank sold out of Pinnacle West Capital (PNW) in Q4 2024, closing a stake of 3,000 shares — an estimated $266K sold.

HTLF Bank first reported a position in PNW in Q4 2023 and held it in 4 quarters. The position peaked at $266K in Q3 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q4 2024.

  • HTLF Bank reported no remaining Pinnacle West Capital position as of Q4 2024 after selling out during the quarter.
  • HTLF Bank sold 3,000 Pinnacle West Capital shares in Q4 2024, an estimated $266K.
  • HTLF Bank first reported a position in Pinnacle West Capital in Q4 2023 and held it in 4 quarters.
  • HTLF Bank's Pinnacle West Capital position peaked at $266K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.