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Legg Mason Asset Management’s Pinnacle West Capital PNW Stock Holding History

Legg Mason Asset 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
2021
Q4 		$271K Buy
+3,835
New +$258K 0.3% 114
2014
Q1 		– Sell
-9,900
Closed -$524K – 137
2013
Q4 		$524K Sell
9,900
-1,900
-16% -$104K 0.3% 121
2013
Q3 		$646K Sell
11,800
-1,100
-9% -$61.8K 0.35% 116
2013
Q2 		$716K Buy
+12,900
New +$749K 0.38% 105

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legg Mason Asset Management's PNW Position: Q4 2021 in Review

Legg Mason Asset Management opened a new position in Pinnacle West Capital (PNW) in Q4 2021: 3,835 shares worth $271K. The stake represents 0.3% of the portfolio and ranks #114 among its holdings. This is a return to the name: Legg Mason Asset Management previously reported a position in PNW as recently as Q4 2013.

Legg Mason Asset Management first reported a position in PNW in Q2 2013 and has held it in 4 quarters since. The position peaked at $716K in Q2 2013. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

  • Legg Mason Asset Management held 3,835 shares of Pinnacle West Capital worth $271K as of Q4 2021.
  • Pinnacle West Capital was a new Legg Mason Asset Management position in Q4 2021.
  • Pinnacle West Capital made up 0.3% of Legg Mason Asset Management's portfolio in Q4 2021, its #114 holding.
  • Legg Mason Asset Management first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 4 quarters since.
  • Legg Mason Asset Management's Pinnacle West Capital position peaked at $716K in Q2 2013.
  • 498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.