Laffer Tengler Investments’s Pinnacle West Capital PNW Stock Holding History

Laffer Tengler 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 Q3	–	Sell	-7	Closed	-$570	–	382
2023 Q2	$570	Hold	7	–	–	﹤0.01%	381
2023 Q1	$554	Hold	7	–	–	﹤0.01%	395
2022 Q4	$532	Buy	+7	New	+$500	﹤0.01%	415
2022 Q2	–	Sell	-754	Closed	-$58.9K	–	421
2022 Q1	$58.9K	Buy	754 +7	+0.9%	+$501	0.02%	289
2021 Q4	$52.7K	Hold	747	–	–	0.02%	289
2021 Q3	$54.1K	Buy	747 +9	+1%	+$713	0.02%	342
2021 Q2	$60.5K	Sell	738 -1,885	-72%	-$159K	0.02%	239
2021 Q1	$213K	Sell	2,623 -1,419	-35%	-$110K	0.08%	150
2020 Q4	$320K	Sell	4,042 -453	-10%	-$37.3K	0.13%	113
2020 Q3	$335K	Sell	4,495 -2,569	-36%	-$197K	0.17%	103
2020 Q2	$518K	Buy	+7,064	New	+$533K	0.3%	83
2016 Q4	–	Sell	-13,141	Closed	-$999K	–	272
2016 Q3	$999K	Hold	13,141	–	–	0.28%	153
2016 Q2	$1.07M	Buy	+13,141	New	+$980K	0.3%	141

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Laffer Tengler Investments's PNW Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 7 shares — an estimated $570 sold.

Laffer Tengler Investments first reported a position in PNW in Q2 2016 and held it in 13 quarters. The position peaked at $1.07M in Q2 2016. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

Laffer Tengler Investments reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 7 Pinnacle West Capital shares in Q3 2023, an estimated $570.
Laffer Tengler Investments first reported a position in Pinnacle West Capital in Q2 2016 and held it in 13 quarters.
Laffer Tengler Investments's Pinnacle West Capital position peaked at $1.07M in Q2 2016.
520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.