SXL
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Summit X LLC’s Pinnacle West Capital PNW Stock Holding History

Summit X LLC’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 		– Sell
-4,380
Closed -$360K – 271
2021
Q2 		$360K Sell
4,380
-255
-6% -$21.6K 0.09% 202
2021
Q1 		$378K Sell
4,635
-50
-1% -$3.87K 0.1% 195
2020
Q4 		$374K Sell
4,685
-275
-6% -$22.7K 0.11% 183
2020
Q3 		$3.35K Buy
+4,960
New +$380K 0.06% 152

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Summit X LLC's PNW Position: Q3 2021 in Review

Summit X LLC sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 4,380 shares — an estimated $360K sold.

Summit X LLC first reported a position in PNW in Q3 2020 and held it in 4 quarters. The position peaked at $378K in Q1 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

  • Summit X LLC reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
  • Summit X LLC sold 4,380 Pinnacle West Capital shares in Q3 2021, an estimated $360K.
  • Summit X LLC first reported a position in Pinnacle West Capital in Q3 2020 and held it in 4 quarters.
  • Summit X LLC's Pinnacle West Capital position peaked at $378K in Q1 2021.
  • 511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Summit X LLC's 13F filing for Q3 2021, filed 19 Oct 2021.