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Oliver Lagore Vanvalin Investment Group’s Pinnacle West Capital PNW Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q4 		– Sell
-6
Closed -$442 – 845
2023
Q3 		$442 Hold
6
– – ﹤0.01% 770
2023
Q2 		$489 Buy
+6
New +$479 ﹤0.01% 718

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Oliver Lagore Vanvalin Investment Group's PNW Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 6 shares — an estimated $442 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PNW in Q2 2023 and held it in 2 quarters. The position peaked at $489 in Q2 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 6 Pinnacle West Capital shares in Q4 2023, an estimated $442.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Pinnacle West Capital in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Pinnacle West Capital position peaked at $489 in Q2 2023.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.