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Industrial Alliance Investment Management’s Pinnacle West Capital PNW Stock Holding History

Industrial Alliance Investment 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
Q2 		– Sell
-2,876
Closed -$228K – 420
2023
Q1 		$228K Buy
+2,876
New +$217K 0.01% 436
2022
Q1 		– Sell
-6,662
Closed -$470K – 441
2021
Q4 		$470K Buy
+6,662
New +$447K 0.01% 309

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Industrial Alliance Investment Management's PNW Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Pinnacle West Capital (PNW) in Q2 2023, closing a stake of 2,876 shares — an estimated $228K sold.

Industrial Alliance Investment Management first reported a position in PNW in Q4 2021 and held it in 2 quarters. The position peaked at $470K in Q4 2021. 524 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Pinnacle West Capital position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 2,876 Pinnacle West Capital shares in Q2 2023, an estimated $228K.
  • Industrial Alliance Investment Management first reported a position in Pinnacle West Capital in Q4 2021 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Pinnacle West Capital position peaked at $470K in Q4 2021.
  • 524 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.