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Pinion Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Pinion Investment Advisors’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
2021
Q3 		– Sell
-3,611
Closed -$296K – 160
2021
Q2 		$296K Sell
3,611
-291
-7% -$24.6K 0.24% 126
2021
Q1 		$317K Buy
3,902
+296
+8% +$22.9K 0.29% 115
2020
Q4 		$288K Buy
3,606
+855
+31% +$70.5K 0.3% 111
2020
Q3 		$202K Hold
2,751
– – 0.3% 111
2020
Q2 		$202K Buy
+2,751
New +$208K 0.3% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Pinion Investment Advisors's PNW Position: Q3 2021 in Review

Pinion Investment Advisors sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 3,611 shares — an estimated $296K sold.

Pinion Investment Advisors first reported a position in PNW in Q2 2020 and held it in 5 quarters. The position peaked at $317K in Q1 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

  • Pinion Investment Advisors reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
  • Pinion Investment Advisors sold 3,611 Pinnacle West Capital shares in Q3 2021, an estimated $296K.
  • Pinion Investment Advisors first reported a position in Pinnacle West Capital in Q2 2020 and held it in 5 quarters.
  • Pinion Investment Advisors's Pinnacle West Capital position peaked at $317K in Q1 2021.
  • 511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Pinion Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.