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Kestra Private Wealth Services’s Pinnacle West Capital PNW Stock Holding History

Kestra Private Wealth Services’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
-9,897
Closed -$811K – 959
2021
Q2 		$811K Sell
9,897
-173
-2% -$14.6K 0.05% 389
2021
Q1 		$819K Buy
+10,070
New +$779K 0.06% 338

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Kestra Private Wealth Services's PNW Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 9,897 shares — an estimated $811K sold.

Kestra Private Wealth Services first reported a position in PNW in Q1 2021 and held it in 2 quarters. The position peaked at $819K in Q1 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

  • Kestra Private Wealth Services reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,897 Pinnacle West Capital shares in Q3 2021, an estimated $811K.
  • Kestra Private Wealth Services first reported a position in Pinnacle West Capital in Q1 2021 and held it in 2 quarters.
  • Kestra Private Wealth Services's Pinnacle West Capital position peaked at $819K in Q1 2021.
  • 511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.