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Independence Bank of Kentucky’s Pinnacle West Capital PNW Stock Holding History

Independence Bank of Kentucky’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
Q3 		– Sell
-325
Closed -$24.8K – 599
2024
Q2 		$24.8K Hold
325
– – 0.01% 395
2024
Q1 		$24.3K Hold
325
– – 0.01% 379
2023
Q4 		$23.3K Buy
+325
New +$23.9K 0.01% 365
2023
Q1 		– Sell
-21
Closed -$2K – 442
2022
Q4 		$2K Buy
+21
New +$1.5K ﹤0.01% 415
2018
Q4 		– Sell
-56
Closed -$4K – 381
2018
Q3 		$4K Buy
+56
New +$4.5K ﹤0.01% 326

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independence Bank of Kentucky's PNW Position: Q3 2024 in Review

Independence Bank of Kentucky sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 325 shares — an estimated $24.8K sold.

Independence Bank of Kentucky first reported a position in PNW in Q3 2018 and held it in 5 quarters. The position peaked at $24.8K in Q2 2024. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

  • Independence Bank of Kentucky reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 325 Pinnacle West Capital shares in Q3 2024, an estimated $24.8K.
  • Independence Bank of Kentucky first reported a position in Pinnacle West Capital in Q3 2018 and held it in 5 quarters.
  • Independence Bank of Kentucky's Pinnacle West Capital position peaked at $24.8K in Q2 2024.
  • 579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on Independence Bank of Kentucky's 13F filing for Q3 2024, filed 9 Oct 2024.