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SeaCrest Wealth Management’s Pinnacle West Capital PNW Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-1,500
Closed -$110K – 1269
2022
Q2 		$110K Buy
+1,500
New +$112K 0.01% 822
2021
Q4 		– Sell
-2,906
Closed -$210K – 726
2021
Q3 		$210K Sell
2,906
-63
-2% -$4.99K 0.03% 614
2021
Q2 		$243K Buy
2,969
+80
+3% +$6.76K 0.03% 572
2021
Q1 		$235K Sell
2,889
-384
-12% -$29.7K 0.03% 545
2020
Q4 		$262K Buy
3,273
+461
+16% +$38K 0.04% 475
2020
Q3 		$210K Buy
+2,812
New +$215K 0.03% 502
2019
Q2 		– Sell
-608
Closed -$58K – 1500
2019
Q1 		$58K Buy
608
+4
+0.7% +$361 0.01% 892
2018
Q4 		$51K Buy
604
+5
+0.8% +$431 0.01% 887
2018
Q3 		$47K Buy
599
+6
+1% +$482 0.01% 1032
2018
Q2 		$48K Buy
593
+5
+0.9% +$391 0.01% 1009
2018
Q1 		$47K Buy
588
+5
+0.9% +$392 0.01% 982
2017
Q4 		$50K Buy
+583
New +$51.5K 0.01% 966

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SeaCrest Wealth Management's PNW Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Pinnacle West Capital (PNW) in Q3 2022, closing a stake of 1,500 shares — an estimated $110K sold.

SeaCrest Wealth Management first reported a position in PNW in Q4 2017 and held it in 12 quarters. The position peaked at $262K in Q4 2020. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Pinnacle West Capital position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,500 Pinnacle West Capital shares in Q3 2022, an estimated $110K.
  • SeaCrest Wealth Management first reported a position in Pinnacle West Capital in Q4 2017 and held it in 12 quarters.
  • SeaCrest Wealth Management's Pinnacle West Capital position peaked at $262K in Q4 2020.
  • 479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.