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Symmetry Partners’s Pinnacle West Capital PNW Stock Holding History

Symmetry Partners’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
Q1 		– Sell
-8,998
Closed -$646K – 557
2023
Q4 		$646K Hold
8,998
– – 0.03% 233
2023
Q3 		$663K Hold
8,998
– – 0.04% 245
2023
Q2 		$733K Sell
8,998
-417
-4% -$33.3K 0.04% 246
2023
Q1 		$746K Buy
9,415
+417
+5% +$31.5K 0.04% 232
2022
Q4 		$684K Buy
+8,998
New +$643K 0.04% 240
2020
Q1 		– Sell
-2,300
Closed -$207K – 344
2019
Q4 		$207K Sell
2,300
-4,433
-66% -$400K 0.04% 318
2019
Q3 		$654K Hold
6,733
– – 0.14% 103
2019
Q2 		$634K Hold
6,733
– – 0.13% 117
2019
Q1 		$644K Buy
+6,733
New +$608K 0.11% 119

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Symmetry Partners's PNW Position: Q1 2024 in Review

Symmetry Partners sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 8,998 shares — an estimated $646K sold.

Symmetry Partners first reported a position in PNW in Q1 2019 and held it in 9 quarters. The position peaked at $746K in Q1 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Symmetry Partners reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • Symmetry Partners sold 8,998 Pinnacle West Capital shares in Q1 2024, an estimated $646K.
  • Symmetry Partners first reported a position in Pinnacle West Capital in Q1 2019 and held it in 9 quarters.
  • Symmetry Partners's Pinnacle West Capital position peaked at $746K in Q1 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Symmetry Partners's 13F filing for Q1 2024, filed 2 Apr 2024.