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Ropes Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Ropes 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
-2
Closed – – 641
2020
Q4 		$0 Buy
+2
New +$165 ﹤0.01% 896
2020
Q3 		– Sell
-43
Closed -$3K – 660
2020
Q2 		$3K Buy
+43
New +$3.25K ﹤0.01% 517
2017
Q2 		– Sell
-7
Closed -$1K – 568
2017
Q1 		$1K Buy
+7
New +$560 ﹤0.01% 508
2016
Q3 		– Sell
-72
Closed -$6K – 491
2016
Q2 		$6K Buy
+72
New +$5.37K ﹤0.01% 389

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ropes Wealth Advisors's PNW Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 2 shares.

Ropes Wealth Advisors first reported a position in PNW in Q2 2016 and held it in 4 quarters. The position peaked at $6K in Q2 2016. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2 Pinnacle West Capital shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in Pinnacle West Capital in Q2 2016 and held it in 4 quarters.
  • Ropes Wealth Advisors's Pinnacle West Capital position peaked at $6K in Q2 2016.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.