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Old Mission Capital’s Pinnacle West Capital PNW Stock Holding History

Old Mission Capital’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
-2,716
Closed -$200K – 1572
2023
Q3 		$200K Buy
+2,716
New +$216K ﹤0.01% 1029
2022
Q1 		– Sell
-12,168
Closed -$859K – 1532
2021
Q4 		$859K Buy
+12,168
New +$817K 0.04% 473

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 $3.38T AUM 44.17% 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

Old Mission Capital's PNW Position: Q4 2023 in Review

Old Mission Capital sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 2,716 shares — an estimated $200K sold.

Old Mission Capital first reported a position in PNW in Q4 2021 and held it in 2 quarters. The position peaked at $859K in Q4 2021. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Old Mission Capital reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • Old Mission Capital sold 2,716 Pinnacle West Capital shares in Q4 2023, an estimated $200K.
  • Old Mission Capital first reported a position in Pinnacle West Capital in Q4 2021 and held it in 2 quarters.
  • Old Mission Capital's Pinnacle West Capital position peaked at $859K in Q4 2021.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Old Mission Capital's 13F filing for Q4 2023, filed 14 Feb 2024.