JC
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JB Capital’s Pinnacle West Capital PNW Stock Holding History

JB Capital’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
2022
Q3 		– Sell
-11,642
Closed -$851K – 214
2022
Q2 		$851K Buy
11,642
+842
+8% +$63K 0.09% 120
2022
Q1 		$844K Sell
10,800
-221
-2% -$15.8K 0.08% 122
2021
Q4 		$778K Buy
11,021
+719
+7% +$48.3K 0.08% 129
2021
Q3 		$745K Buy
+10,302
New +$817K 0.1% 130

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JB Capital's PNW Position: Q3 2022 in Review

JB Capital sold out of Pinnacle West Capital (PNW) in Q3 2022, closing a stake of 11,642 shares — an estimated $851K sold.

JB Capital first reported a position in PNW in Q3 2021 and held it in 4 quarters. The position peaked at $851K in Q2 2022. 480 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

  • JB Capital reported no remaining Pinnacle West Capital position as of Q3 2022 after selling out during the quarter.
  • JB Capital sold 11,642 Pinnacle West Capital shares in Q3 2022, an estimated $851K.
  • JB Capital first reported a position in Pinnacle West Capital in Q3 2021 and held it in 4 quarters.
  • JB Capital's Pinnacle West Capital position peaked at $851K in Q2 2022.
  • 480 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on JB Capital's 13F filing for Q3 2022, filed 14 Oct 2022.