Private Capital Group’s Pinnacle West Capital PNW Stock Holding History

Private Capital Group’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 Q2	$3K	Sell	37 -97	-72%	-$7.25K	﹤0.01%	1443
2022 Q1	$11K	Buy	134 +13	+11%	+$930	﹤0.01%	1252
2021 Q4	$9K	Buy	121 +22	+22%	+$1.48K	﹤0.01%	1344
2021 Q3	$7K	Hold	99	–	–	﹤0.01%	1483
2021 Q2	$8K	Hold	99	–	–	﹤0.01%	1418
2021 Q1	$8K	Hold	99	–	–	﹤0.01%	1371
2020 Q4	$8K	Hold	99	–	–	﹤0.01%	1453
2020 Q3	$7K	Hold	99	–	–	﹤0.01%	1427
2020 Q2	$7K	Hold	99	–	–	﹤0.01%	1433
2020 Q1	$8K	Hold	99	–	–	﹤0.01%	1358
2019 Q4	$8K	Sell	99 -97	-49%	-$8.75K	﹤0.01%	1404
2019 Q3	$19K	Buy	196 +193	+6,433%	+$18.2K	﹤0.01%	1210
2019 Q2	$0	Hold	3	–	–	﹤0.01%	2377
2019 Q1	$0	Sell	3 -193	-98%	-$17.4K	﹤0.01%	2291
2018 Q4	$17K	Hold	196	–	–	﹤0.01%	1172
2018 Q3	$15K	Hold	196	–	–	﹤0.01%	1280
2018 Q2	$15K	Buy	196 +189	+2,700%	+$14.8K	﹤0.01%	1242
2018 Q1	$1K	Sell	7 -10	-59%	-$784	﹤0.01%	2003
2017 Q4	$1K	Buy	+17	New	+$1.5K	﹤0.01%	1959

Other funds holding PNW

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Private Capital Group's PNW Position: Q2 2022 in Review

Private Capital Group reduced its Pinnacle West Capital (PNW) stake by 72% in Q2 2022, selling an estimated $7.25K and leaving 37 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Private Capital Group first reported a position in PNW in Q4 2017 and has held it in 19 quarters since. The position peaked at $19K in Q3 2019. 493 funds tracked by Wall St. Rank hold PNW as of Q2 2022.

Private Capital Group held 37 shares of Pinnacle West Capital worth $3K as of Q2 2022.
Private Capital Group sold 97 Pinnacle West Capital shares in Q2 2022, an estimated $7.25K.
Pinnacle West Capital made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1443 holding.
Private Capital Group first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Pinnacle West Capital position peaked at $19K in Q3 2019.
493 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.