RWB
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RMR Wealth Builders’s Pinnacle West Capital PNW Stock Holding History

RMR Wealth Builders’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
-57
Closed -$5K – 554
2021
Q1 		$5K Hold
57
– – ﹤0.01% 678
2020
Q4 		$5K Buy
+57
New +$4.7K ﹤0.01% 459
2020
Q3 		– Sell
-55
Closed -$4K – 404
2020
Q2 		$4K Buy
+55
New +$4.15K ﹤0.01% 391
2019
Q4 		$5K Buy
+54
New +$4.87K ﹤0.01% 376

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 $3.37T AUM 44.26% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

RMR Wealth Builders's PNW Position: Q2 2021 in Review

RMR Wealth Builders sold out of Pinnacle West Capital (PNW) in Q2 2021, closing a stake of 57 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in PNW in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2021. 503 funds tracked by Wall St. Rank hold PNW as of Q2 2021.

  • RMR Wealth Builders reported no remaining Pinnacle West Capital position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 57 Pinnacle West Capital shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in Pinnacle West Capital in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Pinnacle West Capital position peaked at $5K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.