Silvercrest Asset Management’s Pinnacle West Capital PNW Stock Holding History

Silvercrest Asset 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
2024 Q1	–	Sell	-110,435	Closed	-$7.93M	–	907
2023 Q4	$7.93M	Buy	110,435 +27	+0%	+$1.98K	0.06%	282
2023 Q3	$8.13M	Hold	110,408	–	–	0.06%	258
2023 Q2	$8.99M	Buy	110,408 +108	+0.1%	+$8.61K	0.06%	252
2023 Q1	$8.74M	Hold	110,300	–	–	0.07%	251
2022 Q4	$8.39M	Hold	110,300	–	–	0.06%	248
2022 Q3	$7.12M	Sell	110,300 -41	-0%	-$3.02K	0.06%	269
2022 Q2	$8.07M	Hold	110,341	–	–	0.06%	259
2022 Q1	$8.62M	Buy	+110,341	New	+$7.9M	0.06%	280

Other funds holding PNW

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Silvercrest Asset Management's PNW Position: Q1 2024 in Review

Silvercrest Asset Management sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 110,435 shares — an estimated $7.93M sold.

Silvercrest Asset Management first reported a position in PNW in Q1 2022 and held it in 8 quarters. The position peaked at $8.99M in Q2 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

Silvercrest Asset Management reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
Silvercrest Asset Management sold 110,435 Pinnacle West Capital shares in Q1 2024, an estimated $7.93M.
Silvercrest Asset Management first reported a position in Pinnacle West Capital in Q1 2022 and held it in 8 quarters.
Silvercrest Asset Management's Pinnacle West Capital position peaked at $8.99M in Q2 2023.
527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Silvercrest Asset Management's 13F filing for Q1 2024, filed 15 May 2024.