LWM
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Liberty Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Liberty 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
2020
Q1 		– Sell
-16
Closed -$1K – 959
2019
Q4 		$1K Buy
+16
New +$1.44K ﹤0.01% 852

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AQR Capital Management
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ZP
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Geode Capital Management
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Liberty Wealth Management's PNW Position: Q1 2020 in Review

Liberty Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2020, closing a stake of 16 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in PNW in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 495 funds tracked by Wall St. Rank hold PNW as of Q1 2020.

  • Liberty Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 16 Pinnacle West Capital shares in Q1 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Pinnacle West Capital in Q4 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Pinnacle West Capital position peaked at $1K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.