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Insight Wealth Strategies’s Pinnacle West Capital PNW Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-2,955
Closed -$240K – 225
2021
Q1 		$240K Buy
2,955
+53
+2% +$4.1K 0.03% 201
2020
Q4 		$232K Sell
2,902
-412
-12% -$34K 0.04% 200
2020
Q3 		$247K Buy
+3,314
New +$254K 0.05% 171

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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 $298B AUM 21.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Insight Wealth Strategies's PNW Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Pinnacle West Capital (PNW) in Q2 2021, closing a stake of 2,955 shares — an estimated $240K sold.

Insight Wealth Strategies first reported a position in PNW in Q3 2020 and held it in 3 quarters. The position peaked at $247K in Q3 2020. 503 funds tracked by Wall St. Rank hold PNW as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Pinnacle West Capital position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,955 Pinnacle West Capital shares in Q2 2021, an estimated $240K.
  • Insight Wealth Strategies first reported a position in Pinnacle West Capital in Q3 2020 and held it in 3 quarters.
  • Insight Wealth Strategies's Pinnacle West Capital position peaked at $247K in Q3 2020.
  • 503 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.