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Solidarity Wealth’s Pinnacle West Capital PNW Stock Holding History

Solidarity Wealth’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 		– Sell
-3,755
Closed -$277K – 93
2023
Q3 		$277K Sell
3,755
-51
-1% -$4.05K 0.1% 72
2023
Q2 		$310K Sell
3,806
-67
-2% -$5.34K 0.13% 71
2023
Q1 		$307K Buy
+3,873
New +$292K 0.14% 75
2022
Q3 		$258K Buy
3,775
+216
+6% +$15.9K 0.15% 101
2022
Q2 		$261K Buy
+3,559
New +$266K 0.14% 96

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

Solidarity Wealth's PNW Position: Q4 2023 in Review

Solidarity Wealth sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 3,755 shares — an estimated $277K sold.

Solidarity Wealth first reported a position in PNW in Q2 2022 and held it in 5 quarters. The position peaked at $310K in Q2 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Solidarity Wealth reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • Solidarity Wealth sold 3,755 Pinnacle West Capital shares in Q4 2023, an estimated $277K.
  • Solidarity Wealth first reported a position in Pinnacle West Capital in Q2 2022 and held it in 5 quarters.
  • Solidarity Wealth's Pinnacle West Capital position peaked at $310K in Q2 2023.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Solidarity Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.