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Pathstone Family Office’s Pinnacle West Capital PNW Stock Holding History

Pathstone Family Office’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 		$305K Buy
+4,143
New +$329K ﹤0.01% 1305
2021
Q1 		– Sell
-836
Closed -$67K – 1170
2020
Q4 		$67K Buy
836
+591
+241% +$48.7K ﹤0.01% 466
2020
Q3 		$18K Buy
+245
New +$18.8K ﹤0.01% 496

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

Pathstone Family Office's PNW Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Pinnacle West Capital (PNW) in Q3 2023: 4,143 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in PNW as recently as Q4 2020.

Pathstone Family Office first reported a position in PNW in Q3 2020 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Pathstone Family Office held 4,143 shares of Pinnacle West Capital worth $305K as of Q3 2023.
  • Pinnacle West Capital was a new Pathstone Family Office position in Q3 2023.
  • Pinnacle West Capital made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1305 holding.
  • Pathstone Family Office first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.