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Regal Wealth Group’s Pinnacle West Capital PNW Stock Holding History

Regal Wealth 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
2021
Q2 		– Sell
-118
Closed -$10K – 197
2021
Q1 		$10K Buy
+118
New +$9.13K 0.01% 180

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American Century Companies
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Lazard Asset Management
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Invesco
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Massachusetts Financial Services
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Mitsubishi UFJ Trust & Banking
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Regal Wealth Group's PNW Position: Q2 2021 in Review

Regal Wealth Group sold out of Pinnacle West Capital (PNW) in Q2 2021, closing a stake of 118 shares — an estimated $10K sold.

Regal Wealth Group first reported a position in PNW in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 503 funds tracked by Wall St. Rank hold PNW as of Q2 2021.

  • Regal Wealth Group reported no remaining Pinnacle West Capital position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 118 Pinnacle West Capital shares in Q2 2021, an estimated $10K.
  • Regal Wealth Group first reported a position in Pinnacle West Capital in Q1 2021 and held it in 1 quarter.
  • Regal Wealth Group's Pinnacle West Capital position peaked at $10K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.