Sargent Bickham Lagudis’s Pinnacle West Capital PNW Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$24K	Hold	316	–	–	﹤0.01%	568
2022 Q3	$20K	Hold	316	–	–	﹤0.01%	574
2022 Q2	$23K	Hold	316	–	–	﹤0.01%	568
2022 Q1	$25K	Hold	316	–	–	﹤0.01%	571
2021 Q4	$22K	Hold	316	–	–	﹤0.01%	586
2021 Q3	$23K	Sell	316 -159	-33%	-$12.6K	﹤0.01%	583
2021 Q2	$39K	Hold	475	–	–	﹤0.01%	496
2021 Q1	$39K	Hold	475	–	–	﹤0.01%	479
2020 Q4	$38K	Hold	475	–	–	﹤0.01%	465
2020 Q3	$35K	Sell	475 -1,358	-74%	-$104K	﹤0.01%	437
2020 Q2	$134K	Hold	1,833	–	–	0.01%	241
2020 Q1	$139K	Buy	1,833 +1,358	+286%	+$123K	0.02%	222
2019 Q4	$43K	Hold	475	–	–	﹤0.01%	406
2019 Q3	$46K	Hold	475	–	–	0.01%	364
2019 Q2	$45K	Hold	475	–	–	0.01%	382
2019 Q1	$45K	Sell	475 -95	-17%	-$8.57K	0.01%	407
2018 Q4	$49K	Hold	570	–	–	0.01%	362
2018 Q3	$45K	Hold	570	–	–	0.01%	384
2018 Q2	$46K	Sell	570 -189	-25%	-$14.8K	0.01%	367
2018 Q1	$61K	Hold	759	–	–	0.01%	328
2017 Q4	$65K	Sell	759 -126	-14%	-$11.1K	0.01%	335
2017 Q3	$75K	Sell	885 -78	-8%	-$6.83K	0.01%	309
2017 Q2	$82K	Hold	963	–	–	0.01%	290
2017 Q1	$80K	Sell	963 -277	-22%	-$22.1K	0.01%	297
2016 Q4	$97K	Sell	1,240 -263	-17%	-$19.7K	0.02%	264
2016 Q3	$114	Buy	1,503 +100	+7%	+$7.79K	0.02%	255
2016 Q2	$114K	Sell	1,403 -402	-22%	-$30K	0.02%	256
2016 Q1	$136K	Buy	+1,805	New	+$123K	0.02%	245

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sargent Bickham Lagudis's PNW Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Pinnacle West Capital (PNW) position steady in Q4 2022 at 316 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Sargent Bickham Lagudis first reported a position in PNW in Q1 2016 and has held it in 28 quarters since. The position peaked at $139K in Q1 2020. 537 funds tracked by Wall St. Rank hold PNW as of Q4 2022.

Sargent Bickham Lagudis held 316 shares of Pinnacle West Capital worth $24K as of Q4 2022.
Sargent Bickham Lagudis left its Pinnacle West Capital share count unchanged in Q4 2022.
Pinnacle West Capital made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #568 holding.
Sargent Bickham Lagudis first reported a position in Pinnacle West Capital in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Pinnacle West Capital position peaked at $139K in Q1 2020.
537 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.