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

NuWave 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
2022
Q3 		$21K Buy
+329
New +$24.2K 0.02% 263
2022
Q1 		– Sell
-1,997
Closed -$141K – 356
2021
Q4 		$141K Sell
1,997
-904
-31% -$60.7K 0.16% 178
2021
Q3 		$210K Buy
+2,901
New +$230K 0.24% 141
2021
Q1 		– Sell
-196
Closed -$16K – 399
2020
Q4 		$16K Buy
196
+161
+460% +$13.3K 0.02% 298
2020
Q3 		$3K Buy
+35
New +$2.68K ﹤0.01% 413

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NuWave Investment Management's PNW Position: Q3 2022 in Review

NuWave Investment Management opened a new position in Pinnacle West Capital (PNW) in Q3 2022: 329 shares worth $21K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in PNW as recently as Q4 2021.

NuWave Investment Management first reported a position in PNW in Q3 2020 and has held it in 5 quarters since. The position peaked at $210K in Q3 2021. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

  • NuWave Investment Management held 329 shares of Pinnacle West Capital worth $21K as of Q3 2022.
  • Pinnacle West Capital was a new NuWave Investment Management position in Q3 2022.
  • Pinnacle West Capital made up 0.02% of NuWave Investment Management's portfolio in Q3 2022, its #263 holding.
  • NuWave Investment Management first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 5 quarters since.
  • NuWave Investment Management's Pinnacle West Capital position peaked at $210K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.