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Realta Investment Advisors’s Pinnacle West Capital PNW Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-227
Closed -$22K – 1663
2019
Q3 		$22K Hold
227
– – 0.01% 890
2019
Q2 		$21K Hold
227
– – 0.01% 925
2019
Q1 		$22K Buy
+227
New +$20.5K 0.01% 735

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's PNW Position: Q4 2019 in Review

Realta Investment Advisors sold out of Pinnacle West Capital (PNW) in Q4 2019, closing a stake of 227 shares — an estimated $22K sold.

Realta Investment Advisors first reported a position in PNW in Q1 2019 and held it in 3 quarters. The position peaked at $22K in Q3 2019. 516 funds tracked by Wall St. Rank hold PNW as of Q4 2019.

  • Realta Investment Advisors reported no remaining Pinnacle West Capital position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 227 Pinnacle West Capital shares in Q4 2019, an estimated $22K.
  • Realta Investment Advisors first reported a position in Pinnacle West Capital in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Pinnacle West Capital position peaked at $22K in Q3 2019.
  • 516 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.