MWM
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Modera Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Modera 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
2023
Q3 		– Sell
-12,127
Closed -$988K – 574
2023
Q2 		$988K Buy
+12,127
New +$967K 0.02% 298

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

Modera Wealth Management's PNW Position: Q3 2023 in Review

Modera Wealth Management sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 12,127 shares — an estimated $988K sold.

Modera Wealth Management first reported a position in PNW in Q2 2023 and held it in 1 quarter. The position peaked at $988K in Q2 2023. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Modera Wealth Management reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 12,127 Pinnacle West Capital shares in Q3 2023, an estimated $988K.
  • Modera Wealth Management first reported a position in Pinnacle West Capital in Q2 2023 and held it in 1 quarter.
  • Modera Wealth Management's Pinnacle West Capital position peaked at $988K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.