Swan Capital’s Pinnacle West Capital PNW Stock Holding History

Swan Capital’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
2024 Q3	–	Sell	-82	Closed	-$6.26K	–	372
2024 Q2	$6.26K	Buy	+82	New	+$6.19K	﹤0.01%	148

Other funds holding PNW

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

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

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

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 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

Swan Capital's PNW Position: Q3 2024 in Review

Swan Capital sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 82 shares — an estimated $6.26K sold.

Swan Capital first reported a position in PNW in Q2 2024 and held it in 1 quarter. The position peaked at $6.26K in Q2 2024. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

Swan Capital reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
Swan Capital sold 82 Pinnacle West Capital shares in Q3 2024, an estimated $6.26K.
Swan Capital first reported a position in Pinnacle West Capital in Q2 2024 and held it in 1 quarter.
Swan Capital's Pinnacle West Capital position peaked at $6.26K in Q2 2024.
579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on Swan Capital's 13F filing for Q3 2024, filed 14 Nov 2024.