Kula Investments’s Pinnacle West Capital PNW Stock Holding History

Kula Investments’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	-9,371	Closed	-$713K	–	808
2022 Q4	$713K	Buy	+9,371	New	+$670K	0.21%	121

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kula Investments's PNW Position: Q1 2023 in Review

Kula Investments sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 9,371 shares — an estimated $713K sold.

Kula Investments first reported a position in PNW in Q4 2022 and held it in 1 quarter. The position peaked at $713K in Q4 2022. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

Kula Investments reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 9,371 Pinnacle West Capital shares in Q1 2023, an estimated $713K.
Kula Investments first reported a position in Pinnacle West Capital in Q4 2022 and held it in 1 quarter.
Kula Investments's Pinnacle West Capital position peaked at $713K in Q4 2022.
521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.