Krilogy Financial’s Pinnacle West Capital PNW Stock Holding History

Krilogy Financial’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	-2,500	Closed	-$205K	–	277
2021 Q2	$205K	Hold	2,500	–	–	0.02%	264
2021 Q1	$203K	Hold	2,500	–	–	0.02%	255
2020 Q4	$200K	Buy	+2,500	New	+$206K	0.02%	256
2020 Q1	–	Sell	-2,500	Closed	-$225K	–	220
2019 Q4	$225K	Hold	2,500	–	–	0.04%	183
2019 Q3	$243K	Hold	2,500	–	–	0.04%	164
2019 Q2	$235K	Hold	2,500	–	–	0.05%	159
2019 Q1	$239K	Hold	2,500	–	–	0.05%	154
2018 Q4	$213K	Hold	2,500	–	–	0.06%	122
2018 Q3	$198K	Hold	2,500	–	–	0.04%	143
2018 Q2	$201K	Hold	2,500	–	–	0.05%	141
2018 Q1	$200K	Hold	2,500	–	–	0.05%	157
2017 Q4	$213K	Hold	2,500	–	–	0.05%	149
2017 Q3	$211K	Buy	+2,500	New	+$219K	0.05%	161

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Krilogy Financial's PNW Position: Q3 2021 in Review

Krilogy Financial sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 2,500 shares — an estimated $205K sold.

Krilogy Financial first reported a position in PNW in Q3 2017 and held it in 13 quarters. The position peaked at $243K in Q3 2019. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

Krilogy Financial reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
Krilogy Financial sold 2,500 Pinnacle West Capital shares in Q3 2021, an estimated $205K.
Krilogy Financial first reported a position in Pinnacle West Capital in Q3 2017 and held it in 13 quarters.
Krilogy Financial's Pinnacle West Capital position peaked at $243K in Q3 2019.
511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Krilogy Financial's 13F filing for Q3 2021, filed 25 Oct 2021.