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Retirement Group’s Pinnacle West Capital PNW Stock Holding History

Retirement 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
2024
Q1 		$14.9K Hold
200
– – 0.01% 401
2023
Q4 		$14.4K Hold
200
– – 0.01% 398
2023
Q3 		$14.7K Sell
200
-400
-67% -$31.7K 0.01% 361
2023
Q2 		$48.9K Hold
600
– – 0.02% 208
2023
Q1 		$48K Hold
600
– – 0.02% 199
2022
Q4 		$46K Buy
600
+400
+200% +$28.6K 0.02% 192
2022
Q3 		$13K Sell
200
-400
-67% -$29.5K 0.01% 229
2022
Q2 		$44K Buy
600
+200
+50% +$15K 0.02% 229
2022
Q1 		$31K Hold
400
– – 0.01% 271
2021
Q4 		$28K Buy
+400
New +$26.9K 0.01% 283

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Retirement Group's PNW Position: Q1 2024 in Review

Retirement Group held its Pinnacle West Capital (PNW) position steady in Q1 2024 at 200 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #401.

Retirement Group first reported a position in PNW in Q4 2021 and has held it in 10 quarters since. The position peaked at $48.9K in Q2 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Retirement Group held 200 shares of Pinnacle West Capital worth $14.9K as of Q1 2024.
  • Retirement Group left its Pinnacle West Capital share count unchanged in Q1 2024.
  • Pinnacle West Capital made up 0.01% of Retirement Group's portfolio in Q1 2024, its #401 holding.
  • Retirement Group first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 10 quarters since.
  • Retirement Group's Pinnacle West Capital position peaked at $48.9K in Q2 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.