Loring Wolcott & Coolidge Fiduciary Advisors’s Pinnacle West Capital PNW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-567	Closed	-$46.2K	–	644
2023 Q2	$46.2K	Hold	567	–	–	﹤0.01%	434
2023 Q1	$44.9K	Hold	567	–	–	﹤0.01%	423
2022 Q4	$43.1K	Hold	567	–	–	﹤0.01%	418
2022 Q3	$37K	Hold	567	–	–	﹤0.01%	447
2022 Q2	$41K	Hold	567	–	–	﹤0.01%	453
2022 Q1	$44K	Hold	567	–	–	﹤0.01%	455
2021 Q4	$40K	Hold	567	–	–	﹤0.01%	482
2021 Q3	$41K	Hold	567	–	–	﹤0.01%	478
2021 Q2	$46K	Buy	+567	New	+$47.9K	﹤0.01%	478
2021 Q1	–	Sell	-567	Closed	-$45K	–	595
2020 Q4	$45K	Hold	567	–	–	﹤0.01%	438
2020 Q3	$42K	Hold	567	–	–	﹤0.01%	415
2020 Q2	$42K	Hold	567	–	–	﹤0.01%	393
2020 Q1	$43K	Hold	567	–	–	﹤0.01%	396
2019 Q4	$51K	Buy	+567	New	+$51.2K	﹤0.01%	419
2019 Q3	–	Sell	-43	Closed	-$4K	–	722
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	629
2019 Q1	$4K	Buy	+43	New	+$3.88K	﹤0.01%	608
2018 Q1	–	Sell	-19	Closed	-$2K	–	782
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	659
2017 Q3	$2K	Buy	+19	New	+$1.67K	﹤0.01%	660

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Loring Wolcott & Coolidge Fiduciary Advisors's PNW Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 567 shares — an estimated $46.2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PNW in Q3 2017 and held it in 18 quarters. The position peaked at $51K in Q4 2019. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 567 Pinnacle West Capital shares in Q3 2023, an estimated $46.2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pinnacle West Capital in Q3 2017 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Pinnacle West Capital position peaked at $51K in Q4 2019.
520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.