Princeton Global Asset Management’s Pinnacle West Capital PNW Stock Holding History

Princeton Global Asset 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
2024 Q4	–	Sell	-150	Closed	-$13.3K	–	676
2024 Q3	$13.3K	Hold	150	–	–	﹤0.01%	467
2024 Q2	$11.5K	Hold	150	–	–	﹤0.01%	450
2024 Q1	$11.2K	Sell	150 -200	-57%	-$14.1K	﹤0.01%	426
2023 Q4	$25.1K	Hold	350	–	–	0.01%	332
2023 Q3	$25.8K	Hold	350	–	–	0.01%	307
2023 Q2	$28.5K	Hold	350	–	–	0.01%	307
2023 Q1	$27.7K	Hold	350	–	–	0.01%	319
2022 Q4	$27K	Hold	350	–	–	0.01%	299
2022 Q3	$23K	Hold	350	–	–	0.01%	306
2022 Q2	$26K	Hold	350	–	–	0.01%	309
2022 Q1	$27K	Hold	350	–	–	0.01%	333
2021 Q4	$25K	Hold	350	–	–	0.01%	316
2021 Q3	$25K	Hold	350	–	–	0.01%	321
2021 Q2	$29K	Hold	350	–	–	0.01%	308
2021 Q1	$28K	Sell	350 -209	-37%	-$16.2K	0.01%	291
2020 Q4	$45K	Buy	559 +209	+60%	+$17.2K	0.02%	252
2020 Q3	$26K	Buy	350 +150	+75%	+$11.5K	0.01%	269
2020 Q2	$14K	Hold	200	–	–	﹤0.01%	396
2020 Q1	$15K	Buy	+200	New	+$18.1K	0.01%	340

Other funds holding PNW

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Princeton Global Asset Management's PNW Position: Q4 2024 in Review

Princeton Global Asset Management sold out of Pinnacle West Capital (PNW) in Q4 2024, closing a stake of 150 shares — an estimated $13.3K sold.

Princeton Global Asset Management first reported a position in PNW in Q1 2020 and held it in 19 quarters. The position peaked at $45K in Q4 2020. 616 funds tracked by Wall St. Rank hold PNW as of Q4 2024.

Princeton Global Asset Management reported no remaining Pinnacle West Capital position as of Q4 2024 after selling out during the quarter.
Princeton Global Asset Management sold 150 Pinnacle West Capital shares in Q4 2024, an estimated $13.3K.
Princeton Global Asset Management first reported a position in Pinnacle West Capital in Q1 2020 and held it in 19 quarters.
Princeton Global Asset Management's Pinnacle West Capital position peaked at $45K in Q4 2020.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2024.

Based on Princeton Global Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.