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Prospera Financial Services’s Pinnacle West Capital PNW Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-439
Closed -$32K – 1391
2022
Q2 		$32K Sell
439
-12
-3% -$897 ﹤0.01% 1117
2022
Q1 		$35K Buy
+451
New +$32.3K ﹤0.01% 1519

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Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prospera Financial Services's PNW Position: Q3 2022 in Review

Prospera Financial Services sold out of Pinnacle West Capital (PNW) in Q3 2022, closing a stake of 439 shares — an estimated $32K sold.

Prospera Financial Services first reported a position in PNW in Q1 2022 and held it in 2 quarters. The position peaked at $35K in Q1 2022. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

  • Prospera Financial Services reported no remaining Pinnacle West Capital position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 439 Pinnacle West Capital shares in Q3 2022, an estimated $32K.
  • Prospera Financial Services first reported a position in Pinnacle West Capital in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Pinnacle West Capital position peaked at $35K in Q1 2022.
  • 479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.