PFG Private Wealth Management’s Pinnacle West Capital PNW Stock Holding History

PFG Private Wealth 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
2023 Q1	–	Sell	-42	Closed	-$3K	–	368
2022 Q4	$3K	Hold	42	–	–	﹤0.01%	272
2022 Q3	$3K	Hold	42	–	–	﹤0.01%	277
2022 Q2	$3K	Hold	42	–	–	﹤0.01%	270
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	262
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	271
2021 Q3	$3K	Buy	+42	New	+$3.33K	﹤0.01%	262

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PFG Private Wealth Management's PNW Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 42 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in PNW in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2022. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

PFG Private Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 42 Pinnacle West Capital shares in Q1 2023, an estimated $3K.
PFG Private Wealth Management first reported a position in Pinnacle West Capital in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Pinnacle West Capital position peaked at $3K in Q4 2022.
521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.