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Sage Mountain Advisors’s Pinnacle West Capital PNW Stock Holding History

Sage Mountain 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
2025
Q1 		– Sell
-2,373
Closed -$201K – 511
2024
Q4 		$201K Buy
+2,373
New +$211K 0.01% 375

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Atlas Infrastructure Partners
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sage Mountain Advisors's PNW Position: Q1 2025 in Review

Sage Mountain Advisors sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 2,373 shares — an estimated $201K sold.

Sage Mountain Advisors first reported a position in PNW in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Sage Mountain Advisors reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,373 Pinnacle West Capital shares in Q1 2025, an estimated $201K.
  • Sage Mountain Advisors first reported a position in Pinnacle West Capital in Q4 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Pinnacle West Capital position peaked at $201K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Sage Mountain Advisors's 13F filing for Q1 2025, filed 2 May 2025.