Sonora Investment Management’s Pinnacle West Capital PNW Stock Holding History

Sonora Investment 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
2021 Q3	$1.1M	Sell	15,225 -40,085	-72%	-$3.18M	0.14%	100
2021 Q2	$4.53M	Buy	55,310 +10,144	+22%	+$858K	0.59%	61
2021 Q1	$3.67M	Buy	45,166 +525	+1%	+$40.6K	0.29%	111
2020 Q4	$3.57M	Buy	44,641 +970	+2%	+$80K	0.3%	103
2020 Q3	$3.26M	Buy	43,671 +884	+2%	+$67.7K	0.3%	96
2020 Q2	$3.14M	Buy	42,787 +5,082	+13%	+$384K	0.32%	89
2020 Q1	$2.86M	Sell	37,705 -355	-0.9%	-$32.2K	0.34%	80
2019 Q4	$3.42M	Buy	38,060 +1,340	+4%	+$121K	0.32%	97
2019 Q3	$3.56M	Buy	+36,720	New	+$3.46M	0.37%	90
2017 Q1	–	Sell	-118	Closed	-$9.2K	–	945
2016 Q4	$9.2K	Buy	+118	New	+$8.85K	﹤0.01%	628

Other funds holding PNW

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Sonora Investment Management's PNW Position: Q3 2021 in Review

Sonora Investment Management reduced its Pinnacle West Capital (PNW) stake by 72% in Q3 2021, selling an estimated $3.18M and leaving 15,225 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #100.

Sonora Investment Management first reported a position in PNW in Q4 2016 and has held it in 10 quarters since. The position peaked at $4.53M in Q2 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

Sonora Investment Management held 15,225 shares of Pinnacle West Capital worth $1.1M as of Q3 2021.
Sonora Investment Management sold 40,085 Pinnacle West Capital shares in Q3 2021, an estimated $3.18M.
Pinnacle West Capital made up 0.14% of Sonora Investment Management's portfolio in Q3 2021, its #100 holding.
Sonora Investment Management first reported a position in Pinnacle West Capital in Q4 2016 and has held it in 10 quarters since.
Sonora Investment Management's Pinnacle West Capital position peaked at $4.53M in Q2 2021.
511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.