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StoneX Group’s Pinnacle West Capital PNW Stock Holding History

StoneX Group’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
Q2 		– Sell
-12,569
Closed -$996K – 712
2023
Q1 		$996K Buy
12,569
+2,127
+20% +$160K 0.11% 164
2022
Q4 		$794K Buy
10,442
+1,505
+17% +$108K 0.09% 195
2022
Q3 		$577K Buy
8,937
+2,460
+38% +$181K 0.08% 241
2022
Q2 		$474K Buy
6,477
+1,702
+36% +$127K 0.06% 299
2022
Q1 		$373K Buy
4,775
+1,333
+39% +$95.4K 0.03% 420
2021
Q4 		$243K Buy
+3,442
New +$231K 0.03% 462

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

StoneX Group's PNW Position: Q2 2023 in Review

StoneX Group sold out of Pinnacle West Capital (PNW) in Q2 2023, closing a stake of 12,569 shares — an estimated $996K sold.

StoneX Group first reported a position in PNW in Q4 2021 and held it in 6 quarters. The position peaked at $996K in Q1 2023. 523 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

  • StoneX Group reported no remaining Pinnacle West Capital position as of Q2 2023 after selling out during the quarter.
  • StoneX Group sold 12,569 Pinnacle West Capital shares in Q2 2023, an estimated $996K.
  • StoneX Group first reported a position in Pinnacle West Capital in Q4 2021 and held it in 6 quarters.
  • StoneX Group's Pinnacle West Capital position peaked at $996K in Q1 2023.
  • 523 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on StoneX Group's 13F filing for Q2 2023, filed 14 Aug 2023.