Patriot Financial Group Insurance Agency’s Pinnacle West Capital PNW Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-2,164	Closed	-$158K	–	1537
2022 Q2	$158K	Sell	2,164 -341	-14%	-$25.5K	0.03%	433
2022 Q1	$196K	Buy	2,505 +1,288	+106%	+$92.2K	0.03%	415
2021 Q4	$86K	Buy	+1,217	New	+$81.7K	0.01%	689
2019 Q3	–	Sell	-41	Closed	-$4K	–	1427
2019 Q2	$4K	Buy	41 +16	+64%	+$1.52K	﹤0.01%	998
2019 Q1	$2K	Buy	+25	New	+$2.26K	﹤0.01%	1035

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PNW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Pinnacle West Capital (PNW) in Q3 2022, closing a stake of 2,164 shares — an estimated $158K sold.

Patriot Financial Group Insurance Agency first reported a position in PNW in Q1 2019 and held it in 5 quarters. The position peaked at $196K in Q1 2022. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Pinnacle West Capital position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,164 Pinnacle West Capital shares in Q3 2022, an estimated $158K.
Patriot Financial Group Insurance Agency first reported a position in Pinnacle West Capital in Q1 2019 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Pinnacle West Capital position peaked at $196K in Q1 2022.
479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.