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Regent Peak Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-34
Closed -$3K – 761
2020
Q4 		$3K Buy
+34
New +$2.8K ﹤0.01% 763

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Franklin Resources
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Massachusetts Financial Services
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Ameriprise
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Invesco
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Regent Peak Wealth Advisors's PNW Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 34 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in PNW in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 34 Pinnacle West Capital shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Pinnacle West Capital position peaked at $3K in Q4 2020.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.