SWM
PNW icon

Sugarloaf Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Sugarloaf Wealth 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
2023
Q2 		– Sell
-115
Closed -$9.11K – 708
2023
Q1 		$9.11K Hold
115
– – ﹤0.01% 486
2022
Q4 		$8.74K Buy
+115
New +$8.22K ﹤0.01% 511

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's PNW Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Pinnacle West Capital (PNW) in Q2 2023, closing a stake of 115 shares — an estimated $9.11K sold.

Sugarloaf Wealth Management first reported a position in PNW in Q4 2022 and held it in 2 quarters. The position peaked at $9.11K in Q1 2023. 524 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

  • Sugarloaf Wealth Management reported no remaining Pinnacle West Capital position as of Q2 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 115 Pinnacle West Capital shares in Q2 2023, an estimated $9.11K.
  • Sugarloaf Wealth Management first reported a position in Pinnacle West Capital in Q4 2022 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Pinnacle West Capital position peaked at $9.11K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.