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LVM Capital Management’s Pinnacle West Capital PNW Stock Holding History

LVM Capital 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
Q2 		– Sell
-9,460
Closed -$750K – 146
2023
Q1 		$750K Buy
+9,460
New +$714K 0.1% 80

Other funds holding PNW

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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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LVM Capital Management's PNW Position: Q2 2023 in Review

LVM Capital Management sold out of Pinnacle West Capital (PNW) in Q2 2023, closing a stake of 9,460 shares — an estimated $750K sold.

LVM Capital Management first reported a position in PNW in Q1 2023 and held it in 1 quarter. The position peaked at $750K in Q1 2023. 524 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

  • LVM Capital Management reported no remaining Pinnacle West Capital position as of Q2 2023 after selling out during the quarter.
  • LVM Capital Management sold 9,460 Pinnacle West Capital shares in Q2 2023, an estimated $750K.
  • LVM Capital Management first reported a position in Pinnacle West Capital in Q1 2023 and held it in 1 quarter.
  • LVM Capital Management's Pinnacle West Capital position peaked at $750K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on LVM Capital Management's 13F filing for Q2 2023, filed 7 Jul 2023.