Janiczek Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Janiczek Wealth 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
2024 Q2	$11.9K	Hold	156	–	–	﹤0.01%	636
2024 Q1	$11.7K	Hold	156	–	–	﹤0.01%	656
2023 Q4	$11.2K	Hold	156	–	–	﹤0.01%	647
2023 Q3	$11.5K	Hold	156	–	–	﹤0.01%	614
2023 Q2	$12.7K	Hold	156	–	–	﹤0.01%	535
2023 Q1	$12.2K	Hold	156	–	–	﹤0.01%	534
2022 Q4	$11.9K	Sell	156 -213	-58%	-$15.2K	﹤0.01%	533
2022 Q3	$23K	Sell	369 -4	-1%	-$295	0.01%	434
2022 Q2	$27K	Buy	373 +170	+84%	+$12.7K	0.01%	423
2022 Q1	$16K	Hold	203	–	–	﹤0.01%	495
2021 Q4	$14K	Buy	203 +86	+74%	+$5.78K	﹤0.01%	542
2021 Q3	$8K	Sell	117 -6	-5%	-$476	﹤0.01%	616
2021 Q2	$10K	Buy	123 +6	+5%	+$507	﹤0.01%	554
2021 Q1	$10K	Sell	117 -25	-18%	-$1.93K	﹤0.01%	535
2020 Q4	$11K	Buy	142 +102	+255%	+$8.41K	0.01%	464
2020 Q3	$3K	Buy	+40	New	+$3.06K	﹤0.01%	460

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Janiczek Wealth Management's PNW Position: Q2 2024 in Review

Janiczek Wealth Management held its Pinnacle West Capital (PNW) position steady in Q2 2024 at 156 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Janiczek Wealth Management first reported a position in PNW in Q3 2020 and has held it in 16 quarters since. The position peaked at $27K in Q2 2022. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

Janiczek Wealth Management held 156 shares of Pinnacle West Capital worth $11.9K as of Q2 2024.
Janiczek Wealth Management left its Pinnacle West Capital share count unchanged in Q2 2024.
Pinnacle West Capital made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #636 holding.
Janiczek Wealth Management first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Pinnacle West Capital position peaked at $27K in Q2 2022.
543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.