PWM
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PRW Wealth Management’s Pinnacle West Capital PNW Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-89
Closed -$9K – 509
2019
Q1 		$9K Buy
89
+5
+6% +$451 0.01% 297
2018
Q4 		$7K Buy
+84
New +$7.24K 0.01% 328

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's PNW Position: Q2 2019 in Review

PRW Wealth Management sold out of Pinnacle West Capital (PNW) in Q2 2019, closing a stake of 89 shares — an estimated $9K sold.

PRW Wealth Management first reported a position in PNW in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 535 funds tracked by Wall St. Rank hold PNW as of Q2 2019.

  • PRW Wealth Management reported no remaining Pinnacle West Capital position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 89 Pinnacle West Capital shares in Q2 2019, an estimated $9K.
  • PRW Wealth Management first reported a position in Pinnacle West Capital in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Pinnacle West Capital position peaked at $9K in Q1 2019.
  • 535 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.