RPWA
PNW icon

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

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.