JWWM
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Johnson & White Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-8,508
Closed -$225K – 113
2022
Q4 		$225K Buy
+8,508
New +$608K 0.23% 72

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Lazard Asset Management
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Johnson & White Wealth Management's PNW Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 8,508 shares — an estimated $225K sold.

Johnson & White Wealth Management first reported a position in PNW in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 8,508 Pinnacle West Capital shares in Q1 2023, an estimated $225K.
  • Johnson & White Wealth Management first reported a position in Pinnacle West Capital in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Pinnacle West Capital position peaked at $225K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.