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IRON Financial’s Pinnacle West Capital PNW Stock Holding History

IRON Financial’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
Q3 		– Sell
-3,173
Closed -$258K – 115
2023
Q2 		$258K Sell
3,173
-53
-2% -$4.23K 0.14% 77
2023
Q1 		$256K Sell
3,226
-7,046
-69% -$532K 0.14% 77
2022
Q4 		$781K Sell
10,272
-426
-4% -$30.4K 0.45% 49
2022
Q3 		$690K Buy
10,698
+1,623
+18% +$120K 0.38% 51
2022
Q2 		$664K Buy
9,075
+13
+0.1% +$972 0.35% 47
2022
Q1 		$708K Buy
+9,062
New +$649K 0.33% 47

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IRON Financial's PNW Position: Q3 2023 in Review

IRON Financial sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 3,173 shares — an estimated $258K sold.

IRON Financial first reported a position in PNW in Q1 2022 and held it in 6 quarters. The position peaked at $781K in Q4 2022. 519 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • IRON Financial reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • IRON Financial sold 3,173 Pinnacle West Capital shares in Q3 2023, an estimated $258K.
  • IRON Financial first reported a position in Pinnacle West Capital in Q1 2022 and held it in 6 quarters.
  • IRON Financial's Pinnacle West Capital position peaked at $781K in Q4 2022.
  • 519 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on IRON Financial's 13F filing for Q3 2023, filed 31 Oct 2023.