Hudson Valley Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Hudson Valley Investment Advisors’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 Q1	–	Sell	-6,093	Closed	-$463K	–	220
2022 Q4	$463K	Hold	6,093	–	–	0.07%	145
2022 Q3	$393K	Sell	6,093 -324	-5%	-$23.9K	0.06%	160
2022 Q2	$469K	Buy	6,417 +485	+8%	+$36.3K	0.07%	147
2022 Q1	$463K	Sell	5,932 -1,200	-17%	-$85.9K	0.06%	150
2021 Q4	$503K	Buy	7,132 +1,697	+31%	+$114K	0.08%	131
2021 Q3	$393K	Buy	+5,435	New	+$431K	0.07%	136

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hudson Valley Investment Advisors's PNW Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 6,093 shares — an estimated $463K sold.

Hudson Valley Investment Advisors first reported a position in PNW in Q3 2021 and held it in 6 quarters. The position peaked at $503K in Q4 2021. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

Hudson Valley Investment Advisors reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 6,093 Pinnacle West Capital shares in Q1 2023, an estimated $463K.
Hudson Valley Investment Advisors first reported a position in Pinnacle West Capital in Q3 2021 and held it in 6 quarters.
Hudson Valley Investment Advisors's Pinnacle West Capital position peaked at $503K in Q4 2021.
521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.