TCWP’s Pinnacle West Capital PNW Stock Holding History

TCWP’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
2022 Q2	–	Sell	-137	Closed	-$10K	–	1349
2022 Q1	$10K	Buy	+137	New	+$9.8K	﹤0.01%	890

Other funds holding PNW

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCWP's PNW Position: Q2 2022 in Review

TCWP sold out of Pinnacle West Capital (PNW) in Q2 2022, closing a stake of 137 shares — an estimated $10K sold.

TCWP first reported a position in PNW in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 493 funds tracked by Wall St. Rank hold PNW as of Q2 2022.

TCWP reported no remaining Pinnacle West Capital position as of Q2 2022 after selling out during the quarter.
TCWP sold 137 Pinnacle West Capital shares in Q2 2022, an estimated $10K.
TCWP first reported a position in Pinnacle West Capital in Q1 2022 and held it in 1 quarter.
TCWP's Pinnacle West Capital position peaked at $10K in Q1 2022.
493 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.