Sutton Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Sutton Wealth Advisors’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 Q3	–	Sell	-8	Closed	-$652	–	882
2023 Q2	$652	Hold	8	–	–	﹤0.01%	795
2023 Q1	$634	Buy	+8	New	+$604	﹤0.01%	757
2022 Q2	–	Sell	-15	Closed	-$1.17K	–	1694
2022 Q1	$1.17K	Buy	+15	New	+$1.07K	﹤0.01%	1299
2021 Q4	–	Sell	-20	Closed	-$1.45K	–	1688
2021 Q3	$1.45K	Sell	20 -16	-44%	-$1.27K	﹤0.01%	1212
2021 Q2	$2.95K	Hold	36	–	–	﹤0.01%	1122
2021 Q1	$2.93K	Hold	36	–	–	﹤0.01%	1087
2020 Q4	$2.88K	Hold	36	–	–	﹤0.01%	1061
2020 Q3	$2.68K	Hold	36	–	–	﹤0.01%	1035
2020 Q2	$2.64K	Buy	36 +22	+157%	+$1.66K	﹤0.01%	1024
2020 Q1	$1.06K	Buy	+14	New	+$1.27K	﹤0.01%	1086
2018 Q3	–	Sell	-98	Closed	-$7.89K	–	1154
2018 Q2	$7.89K	Hold	98	–	–	0.01%	872
2018 Q1	$7.82K	Hold	98	–	–	0.01%	869
2017 Q4	$8.35K	Hold	98	–	–	0.01%	825
2017 Q3	$8.29K	Hold	98	–	–	0.01%	796
2017 Q2	$8.35K	Hold	98	–	–	0.01%	787
2017 Q1	$8.17K	Hold	98	–	–	0.01%	763
2016 Q4	$7.65K	Buy	+98	New	+$7.35K	0.01%	753

Other funds holding PNW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sutton Wealth Advisors's PNW Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 8 shares — an estimated $652 sold.

Sutton Wealth Advisors first reported a position in PNW in Q4 2016 and held it in 17 quarters. The position peaked at $8.35K in Q4 2017. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

Sutton Wealth Advisors reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8 Pinnacle West Capital shares in Q3 2023, an estimated $652.
Sutton Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2016 and held it in 17 quarters.
Sutton Wealth Advisors's Pinnacle West Capital position peaked at $8.35K in Q4 2017.
520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.