PrairieView Partners’s Pinnacle West Capital PNW Stock Holding History

PrairieView Partners’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	–	Sell	-1,819	Closed	-$148K	–	456
2023 Q2	$148K	Buy	1,819 +2	+0.1%	+$160	0.02%	133
2023 Q1	$144K	Buy	1,817 +1	+0.1%	+$75	0.02%	125
2022 Q4	$138K	Buy	1,816 +1	+0.1%	+$71	0.02%	130
2022 Q3	$117K	Buy	1,815 +1	+0.1%	+$74	0.02%	124
2022 Q2	$133K	Buy	1,814 +1	+0.1%	+$75	0.02%	120
2022 Q1	$142K	Buy	1,813 +2	+0.1%	+$143	0.02%	126
2021 Q4	$128K	Buy	1,811 +111	+7%	+$7.45K	0.02%	128
2021 Q3	$123K	Buy	1,700 +200	+13%	+$15.9K	0.02%	121
2021 Q2	$123K	Hold	1,500	–	–	0.02%	120
2021 Q1	$122K	Hold	1,500	–	–	0.02%	119
2020 Q4	$120K	Hold	1,500	–	–	0.02%	109
2020 Q3	$112K	Buy	1,500 +800	+114%	+$61.3K	0.02%	103
2020 Q2	$51K	Buy	700 +200	+40%	+$15.1K	0.01%	137
2020 Q1	$38K	Buy	+500	New	+$45.4K	0.01%	146

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

PrairieView Partners's PNW Position: Q3 2023 in Review

PrairieView Partners sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 1,819 shares — an estimated $148K sold.

PrairieView Partners first reported a position in PNW in Q1 2020 and held it in 14 quarters. The position peaked at $148K in Q2 2023. 519 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

PrairieView Partners reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 1,819 Pinnacle West Capital shares in Q3 2023, an estimated $148K.
PrairieView Partners first reported a position in Pinnacle West Capital in Q1 2020 and held it in 14 quarters.
PrairieView Partners's Pinnacle West Capital position peaked at $148K in Q2 2023.
519 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.