KPCM
PNW icon

Kings Point Capital Management’s Pinnacle West Capital PNW Stock Holding History

Kings Point Capital 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
2022
Q1 		– Sell
-186
Closed -$13K – 639
2021
Q4 		$13K Buy
+186
New +$12.5K ﹤0.01% 604

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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

Kings Point Capital Management's PNW Position: Q1 2022 in Review

Kings Point Capital Management sold out of Pinnacle West Capital (PNW) in Q1 2022, closing a stake of 186 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in PNW in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 482 funds tracked by Wall St. Rank hold PNW as of Q1 2022.

  • Kings Point Capital Management reported no remaining Pinnacle West Capital position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 186 Pinnacle West Capital shares in Q1 2022, an estimated $13K.
  • Kings Point Capital Management first reported a position in Pinnacle West Capital in Q4 2021 and held it in 1 quarter.
  • Kings Point Capital Management's Pinnacle West Capital position peaked at $13K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.