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Measured Wealth Private Client Group’s Pinnacle West Capital PNW Stock Holding History

Measured Wealth Private Client Group’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
-7,245
Closed -$590K – 182
2023
Q2 		$590K Buy
7,245
+347
+5% +$27.7K 0.22% 70
2023
Q1 		$547K Buy
6,898
+2,669
+63% +$201K 0.21% 72
2022
Q4 		$322K Buy
+4,229
New +$302K 0.13% 109

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Measured Wealth Private Client Group's PNW Position: Q3 2023 in Review

Measured Wealth Private Client Group sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 7,245 shares — an estimated $590K sold.

Measured Wealth Private Client Group first reported a position in PNW in Q4 2022 and held it in 3 quarters. The position peaked at $590K in Q2 2023. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Measured Wealth Private Client Group reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 7,245 Pinnacle West Capital shares in Q3 2023, an estimated $590K.
  • Measured Wealth Private Client Group first reported a position in Pinnacle West Capital in Q4 2022 and held it in 3 quarters.
  • Measured Wealth Private Client Group's Pinnacle West Capital position peaked at $590K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2023, filed 18 Oct 2023.