RVW Wealth’s Pinnacle West Capital PNW Stock Holding History

RVW Wealth’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
2023 Q3	–	Sell	-3,000	Closed	-$244K	–	383
2023 Q2	$244K	Buy	+3,000	New	+$239K	0.03%	132

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RVW Wealth's PNW Position: Q3 2023 in Review

RVW Wealth sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 3,000 shares — an estimated $244K sold.

RVW Wealth first reported a position in PNW in Q2 2023 and held it in 1 quarter. The position peaked at $244K in Q2 2023. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

RVW Wealth reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
RVW Wealth sold 3,000 Pinnacle West Capital shares in Q3 2023, an estimated $244K.
RVW Wealth first reported a position in Pinnacle West Capital in Q2 2023 and held it in 1 quarter.
RVW Wealth's Pinnacle West Capital position peaked at $244K in Q2 2023.
520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on RVW Wealth's 13F filing for Q3 2023, filed 12 Oct 2023.