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iA Global Asset Management’s Pinnacle West Capital PNW Stock Holding History

iA Global Asset Management’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
-2,926
Closed -$216K – 500
2023
Q3 		$216K Buy
+2,926
New +$232K 0.01% 430

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

iA Global Asset Management's PNW Position: Q4 2023 in Review

iA Global Asset Management sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 2,926 shares — an estimated $216K sold.

iA Global Asset Management first reported a position in PNW in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • iA Global Asset Management reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • iA Global Asset Management sold 2,926 Pinnacle West Capital shares in Q4 2023, an estimated $216K.
  • iA Global Asset Management first reported a position in Pinnacle West Capital in Q3 2023 and held it in 1 quarter.
  • iA Global Asset Management's Pinnacle West Capital position peaked at $216K in Q3 2023.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on iA Global Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.