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Kapitalo Investimentos’s Pinnacle West Capital PNW Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-3,344
Closed -$240K – 493
2023
Q4 		$240K Sell
3,344
-10,554
-76% -$775K 0.05% 243
2023
Q3 		$1.02M Buy
+13,898
New +$1.1M 0.14% 40
2023
Q2 		– Sell
-6,029
Closed -$478K – 653
2023
Q1 		$478K Buy
+6,029
New +$455K 0.16% 50

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kapitalo Investimentos's PNW Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 3,344 shares — an estimated $240K sold.

Kapitalo Investimentos first reported a position in PNW in Q1 2023 and held it in 3 quarters. The position peaked at $1.02M in Q3 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,344 Pinnacle West Capital shares in Q1 2024, an estimated $240K.
  • Kapitalo Investimentos first reported a position in Pinnacle West Capital in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Pinnacle West Capital position peaked at $1.02M in Q3 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.