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Laird Norton Wetherby Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Laird Norton Wetherby Wealth 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
2023
Q3 		– Sell
-2,868
Closed -$234K – 956
2023
Q2 		$234K Buy
+2,868
New +$229K 0.01% 794
2022
Q3 		– Sell
-2,851
Closed -$208K – 932
2022
Q2 		$208K Buy
2,851
+39
+1% +$2.92K 0.01% 805
2022
Q1 		$220K Buy
+2,812
New +$201K 0.01% 828
2021
Q3 		– Sell
-2,570
Closed -$211K – 949
2021
Q2 		$211K Sell
2,570
-14
-0.5% -$1.18K 0.01% 852
2021
Q1 		$210K Sell
2,584
-27
-1% -$2.09K 0.02% 729
2020
Q4 		$209K Sell
2,611
-186
-7% -$15.3K 0.01% 810
2020
Q3 		$209K Buy
+2,797
New +$214K 0.02% 636
2020
Q2 		– Sell
-2,961
Closed -$224K – 744
2020
Q1 		$224K Buy
2,961
+118
+4% +$10.7K 0.03% 541
2019
Q4 		$256K Sell
2,843
-285
-9% -$25.7K 0.03% 585
2019
Q3 		$304K Sell
3,128
-76
-2% -$7.16K 0.03% 543
2019
Q2 		$301K Buy
3,204
+59
+2% +$5.62K 0.03% 532
2019
Q1 		$301K Buy
3,145
+97
+3% +$8.75K 0.04% 516
2018
Q4 		$260K Hold
3,048
– – 0.04% 506
2018
Q3 		$241K Sell
3,048
-4
-0.1% -$321 0.03% 566
2018
Q2 		$246K Sell
3,052
-144
-5% -$11.3K 0.03% 528
2018
Q1 		$255K Buy
3,196
+208
+7% +$16.3K 0.04% 524
2017
Q4 		$255K Buy
2,988
+49
+2% +$4.33K 0.04% 509
2017
Q3 		$249K Hold
2,939
– – 0.04% 503
2017
Q2 		$250K Hold
2,939
– – 0.04% 480
2017
Q1 		$245K Hold
2,939
– – 0.04% 474
2016
Q4 		$229K Buy
+2,939
New +$220K 0.04% 468

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PNW Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 2,868 shares — an estimated $234K sold.

Laird Norton Wetherby Wealth Management first reported a position in PNW in Q4 2016 and held it in 21 quarters. The position peaked at $304K in Q3 2019. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 2,868 Pinnacle West Capital shares in Q3 2023, an estimated $234K.
  • Laird Norton Wetherby Wealth Management first reported a position in Pinnacle West Capital in Q4 2016 and held it in 21 quarters.
  • Laird Norton Wetherby Wealth Management's Pinnacle West Capital position peaked at $304K in Q3 2019.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.