SQA
PNW icon

Simon Quick Advisors’s Pinnacle West Capital PNW Stock Holding History

Simon Quick 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
2021
Q2 		– Sell
-575
Closed -$46K – 472
2021
Q1 		$46K Buy
+575
New +$44.5K 0.01% 272
2020
Q1 		– Sell
-27
Closed -$2K – 653
2019
Q4 		$2K Buy
+27
New +$2.44K ﹤0.01% 614

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Simon Quick Advisors's PNW Position: Q2 2021 in Review

Simon Quick Advisors sold out of Pinnacle West Capital (PNW) in Q2 2021, closing a stake of 575 shares — an estimated $46K sold.

Simon Quick Advisors first reported a position in PNW in Q4 2019 and held it in 2 quarters. The position peaked at $46K in Q1 2021. 503 funds tracked by Wall St. Rank hold PNW as of Q2 2021.

  • Simon Quick Advisors reported no remaining Pinnacle West Capital position as of Q2 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 575 Pinnacle West Capital shares in Q2 2021, an estimated $46K.
  • Simon Quick Advisors first reported a position in Pinnacle West Capital in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Pinnacle West Capital position peaked at $46K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2021.

Based on Simon Quick Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.