JGIA
PNW icon

Jackson Grant Investment Advisers’s Pinnacle West Capital PNW Stock Holding History

Jackson Grant Investment Advisers’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
Q3 		– Sell
-9
Closed -$1K – 367
2021
Q2 		$1K Buy
+9
New +$761 ﹤0.01% 372

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Jackson Grant Investment Advisers's PNW Position: Q3 2021 in Review

Jackson Grant Investment Advisers sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 9 shares — an estimated $1K sold.

Jackson Grant Investment Advisers first reported a position in PNW in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

  • Jackson Grant Investment Advisers reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 9 Pinnacle West Capital shares in Q3 2021, an estimated $1K.
  • Jackson Grant Investment Advisers first reported a position in Pinnacle West Capital in Q2 2021 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Pinnacle West Capital position peaked at $1K in Q2 2021.
  • 511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.