SPC
PNW icon

Sigma Planning Corp’s Pinnacle West Capital PNW Stock Holding History

Sigma Planning Corp’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
-2,548
Closed -$208K – 1283
2023
Q2 		$208K Buy
+2,548
New +$203K 0.01% 1087
2022
Q1 		– Sell
-3,712
Closed -$262K – 1463
2021
Q4 		$262K Buy
3,712
+764
+26% +$51.3K 0.01% 1153
2021
Q3 		$213K Buy
+2,948
New +$234K 0.01% 1237

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sigma Planning Corp's PNW Position: Q3 2023 in Review

Sigma Planning Corp sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 2,548 shares — an estimated $208K sold.

Sigma Planning Corp first reported a position in PNW in Q3 2021 and held it in 3 quarters. The position peaked at $262K in Q4 2021. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Sigma Planning Corp reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 2,548 Pinnacle West Capital shares in Q3 2023, an estimated $208K.
  • Sigma Planning Corp first reported a position in Pinnacle West Capital in Q3 2021 and held it in 3 quarters.
  • Sigma Planning Corp's Pinnacle West Capital position peaked at $262K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.