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IBEX Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

IBEX Wealth 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
2020
Q2 		– Sell
-43,558
Closed -$3.3M – 108
2020
Q1 		$3.3M Buy
43,558
+1,958
+5% +$178K 1.29% 34
2019
Q4 		$3.74M Buy
41,600
+524
+1% +$47.3K 1.15% 30
2019
Q3 		$3.99M Buy
41,076
+309
+0.8% +$29.1K 1.32% 24
2019
Q2 		$3.83M Buy
40,767
+1,277
+3% +$122K 1.11% 25
2019
Q1 		$3.77M Buy
39,490
+1,334
+3% +$120K 1.32% 25
2018
Q4 		$3.25M Buy
+38,156
New +$3.29M 1.48% 23

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's PNW Position: Q2 2020 in Review

IBEX Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q2 2020, closing a stake of 43,558 shares — an estimated $3.3M sold.

IBEX Wealth Advisors first reported a position in PNW in Q4 2018 and held it in 6 quarters. The position peaked at $3.99M in Q3 2019. 497 funds tracked by Wall St. Rank hold PNW as of Q2 2020.

  • IBEX Wealth Advisors reported no remaining Pinnacle West Capital position as of Q2 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 43,558 Pinnacle West Capital shares in Q2 2020, an estimated $3.3M.
  • IBEX Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2018 and held it in 6 quarters.
  • IBEX Wealth Advisors's Pinnacle West Capital position peaked at $3.99M in Q3 2019.
  • 497 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2020.

Based on IBEX Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.