Raymond James Financial Services Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.35M | Buy |
15,282
+1,867
| +14% | +$159K | ﹤0.01% | 1963 |
|
|
2024
Q2 | $1.02M | Sell |
13,415
-2,769
| -17% | -$209K | ﹤0.01% | 2072 |
|
|
2024
Q1 | $1.21M | Sell |
16,184
-2,178
| -12% | -$153K | ﹤0.01% | 1949 |
|
|
2023
Q4 | $1.32M | Sell |
18,362
-4,374
| -19% | -$321K | ﹤0.01% | 1819 |
|
|
2023
Q3 | $1.68M | Sell |
22,736
-146
| -0.6% | -$11.6K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $1.86M | Sell |
22,882
-3,004
| -12% | -$240K | ﹤0.01% | 1543 |
|
|
2023
Q1 | $2.05M | Buy |
25,886
+1,881
| +8% | +$142K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $1.83M | Buy |
24,005
+934
| +4% | +$66.7K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $1.49M | Sell |
23,071
-1,813
| -7% | -$134K | ﹤0.01% | 1591 |
|
|
2022
Q2 | $1.82M | Sell |
24,884
-13,661
| -35% | -$1.02M | ﹤0.01% | 1490 |
|
|
2022
Q1 | $3.01M | Sell |
38,545
-659
| -2% | -$47.2K | 0.01% | 1267 |
|
|
2021
Q4 | $2.77M | Buy |
39,204
+12,761
| +48% | +$857K | 0.01% | 1332 |
|
|
2021
Q3 | $1.91M | Buy |
26,443
+6,252
| +31% | +$496K | ﹤0.01% | 1508 |
|
|
2021
Q2 | $1.66M | Buy |
20,191
+344
| +2% | +$29.1K | ﹤0.01% | 1604 |
|
|
2021
Q1 | $1.61M | Buy |
19,847
+1,853
| +10% | +$143K | ﹤0.01% | 1526 |
|
|
2020
Q4 | $1.44M | Sell |
17,994
-13,192
| -42% | -$1.09M | ﹤0.01% | 1482 |
|
|
2020
Q3 | $2.33M | Buy |
31,186
+1,042
| +3% | +$79.8K | 0.01% | 1090 |
|
|
2020
Q2 | $2.21M | Buy |
30,144
+12,086
| +67% | +$913K | 0.01% | 1076 |
|
|
2020
Q1 | $1.37M | Sell |
18,058
-3,250
| -15% | -$295K | 0.01% | 1061 |
|
|
2019
Q4 | $1.92M | Buy |
21,308
+3,739
| +21% | +$337K | 0.01% | 1186 |
|
|
2019
Q3 | $1.71M | Buy |
17,569
+1,943
| +12% | +$183K | 0.01% | 1188 |
|
|
2019
Q2 | $1.47M | Sell |
15,626
-1,336
| -8% | -$127K | 0.01% | 1273 |
|
|
2019
Q1 | $1.62M | Sell |
16,962
-146
| -0.9% | -$13.2K | 0.01% | 1178 |
|
|
2018
Q4 | $1.46M | Buy |
17,108
+301
| +2% | +$25.9K | 0.01% | 1067 |
|
|
2018
Q3 | $1.33M | Buy |
16,807
+8,885
| +112% | +$714K | 0.01% | 1300 |
|
|
2018
Q2 | $638K | Buy |
7,922
+336
| +4% | +$26.3K | ﹤0.01% | 1704 |
|
|
2018
Q1 | $605K | Buy |
+7,586
| New | +$595K | ﹤0.01% | 1606 |
|
|
2017
Q4 | – | Sell |
-7,839
| Closed | -$663K | – | 2663 |
|
|
2017
Q3 | $663K | Sell |
7,839
-95
| -1% | -$8.32K | ﹤0.01% | 1558 |
|
|
2017
Q2 | $676K | Buy |
7,934
+962
| +14% | +$82.9K | ﹤0.01% | 1510 |
|
|
2017
Q1 | $581K | Buy |
6,972
+272
| +4% | +$21.7K | ﹤0.01% | 1491 |
|
|
2016
Q4 | $523K | Sell |
6,700
-1,868
| -22% | -$140K | ﹤0.01% | 1504 |
|
|
2016
Q3 | $651K | Sell |
8,568
-201
| -2% | -$15.7K | 0.01% | 1354 |
|
|
2016
Q2 | $711K | Buy |
8,769
+175
| +2% | +$13K | 0.01% | 1227 |
|
|
2016
Q1 | $645K | Sell |
8,594
-3,390
| -28% | -$232K | 0.01% | 1144 |
|
|
2015
Q4 | $773K | Buy |
+11,984
| New | +$763K | 0.01% | 1020 |
|
Other funds holding PNW
AIP
ZP
Raymond James Financial Services Advisors's PNW Position: Q3 2024 in Review
Raymond James Financial Services Advisors increased its Pinnacle West Capital (PNW) stake by 14% in Q3 2024, buying an estimated $159K and bringing the position to 15,282 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.
Raymond James Financial Services Advisors first reported a position in PNW in Q4 2015 and has held it in 35 quarters since. The position peaked at $3.01M in Q1 2022. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.
- Raymond James Financial Services Advisors held 15,282 shares of Pinnacle West Capital worth $1.35M as of Q3 2024.
- Raymond James Financial Services Advisors bought 1,867 Pinnacle West Capital shares in Q3 2024, an estimated $159K.
- Pinnacle West Capital made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1963 holding.
- Raymond James Financial Services Advisors first reported a position in Pinnacle West Capital in Q4 2015 and has held it in 35 quarters since.
- Raymond James Financial Services Advisors's Pinnacle West Capital position peaked at $3.01M in Q1 2022.
- 579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.