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MPS Loria Financial Planners’s Pinnacle West Capital PNW Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-6
Closed – – 455
2021
Q1 		$0 Hold
6
– – ﹤0.01% 626
2020
Q4 		$0 Buy
+6
New +$495 ﹤0.01% 636

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American Century Companies
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Franklin Resources
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Lazard Asset Management
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Invesco
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MPS Loria Financial Planners's PNW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Pinnacle West Capital (PNW) in Q2 2021, closing a stake of 6 shares.

MPS Loria Financial Planners first reported a position in PNW in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 503 funds tracked by Wall St. Rank hold PNW as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Pinnacle West Capital position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6 Pinnacle West Capital shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Pinnacle West Capital in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Pinnacle West Capital position peaked at $0 in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.