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Macroview Investment Management’s Pinnacle West Capital PNW Stock Holding History

Macroview Investment 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
Q4 		– Sell
-84
Closed -$6.19K – 792
2023
Q3 		$6.19K Buy
+84
New +$6.67K 0.01% 379
2015
Q2 		– Sell
-39,814
Closed -$2.54M – 128
2015
Q1 		$2.54M Buy
39,814
+2,125
+6% +$142K 2.36% 18
2014
Q4 		$2.58M Buy
37,689
+8,434
+29% +$524K 2.7% 16
2014
Q3 		$1.6M Buy
+29,255
New +$1.63M 2.14% 22

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macroview Investment Management's PNW Position: Q4 2023 in Review

Macroview Investment Management sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 84 shares — an estimated $6.19K sold.

Macroview Investment Management first reported a position in PNW in Q3 2014 and held it in 4 quarters. The position peaked at $2.58M in Q4 2014. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Macroview Investment Management reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 84 Pinnacle West Capital shares in Q4 2023, an estimated $6.19K.
  • Macroview Investment Management first reported a position in Pinnacle West Capital in Q3 2014 and held it in 4 quarters.
  • Macroview Investment Management's Pinnacle West Capital position peaked at $2.58M in Q4 2014.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.