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Simplicity Solutions’s Pinnacle West Capital PNW Stock Holding History

Simplicity Solutions’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
Q4 		$834K Sell
11,603
-1,850
-14% -$136K 0.02% 496
2023
Q3 		$991K Sell
13,453
-3,589
-21% -$285K 0.03% 415
2023
Q2 		$1.39M Buy
17,042
+625
+4% +$49.8K 0.04% 386
2023
Q1 		$1.3M Buy
16,417
+10,813
+193% +$816K 0.03% 412
2022
Q4 		$426K Sell
5,604
-1,681
-23% -$120K 0.06% 383
2022
Q3 		$470K Buy
7,285
+220
+3% +$16.2K 0.07% 330
2022
Q2 		$517K Buy
7,065
+311
+5% +$23.3K 0.07% 297
2022
Q1 		$527K Buy
+6,754
New +$483K 0.06% 298
2021
Q4 		– Sell
-6,323
Closed -$458K – 574
2021
Q3 		$458K Buy
6,323
+520
+9% +$41.2K 0.07% 302
2021
Q2 		$476K Buy
5,803
+120
+2% +$10.1K 0.09% 236
2021
Q1 		$462K Sell
5,683
-10,458
-65% -$809K 0.1% 219
2020
Q4 		$1.29M Sell
16,141
-296
-2% -$24.4K 0.02% 482
2020
Q3 		$1.23M Sell
16,437
-391
-2% -$29.9K 0.02% 436
2020
Q2 		$1.23M Buy
16,828
+10,413
+162% +$786K 0.02% 413
2020
Q1 		$486K Buy
+6,415
New +$582K 0.02% 492

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Simplicity Solutions's PNW Position: Q4 2023 in Review

Simplicity Solutions reduced its Pinnacle West Capital (PNW) stake by 14% in Q4 2023, selling an estimated $136K and leaving 11,603 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #496.

Simplicity Solutions first reported a position in PNW in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.39M in Q2 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Simplicity Solutions held 11,603 shares of Pinnacle West Capital worth $834K as of Q4 2023.
  • Simplicity Solutions sold 1,850 Pinnacle West Capital shares in Q4 2023, an estimated $136K.
  • Pinnacle West Capital made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #496 holding.
  • Simplicity Solutions first reported a position in Pinnacle West Capital in Q1 2020 and has held it in 15 quarters since.
  • Simplicity Solutions's Pinnacle West Capital position peaked at $1.39M in Q2 2023.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.