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TD Ameritrade Investment Management’s Pinnacle West Capital PNW Stock Holding History

TD Ameritrade Investment Management’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
-155
Closed -$13K – 357
2023
Q2 		$13K Sell
155
-56
-27% -$4.47K ﹤0.01% 328
2023
Q1 		$17K Buy
+211
New +$15.9K ﹤0.01% 326
2022
Q1 		– Sell
-60
Closed -$4K – 646
2021
Q4 		$4K Sell
60
-1,085
-95% -$72.9K ﹤0.01% 550
2021
Q3 		$85K Buy
1,145
+1,085
+1,808% +$86K ﹤0.01% 274
2021
Q2 		$5K Sell
60
-49
-45% -$4.14K ﹤0.01% 529
2021
Q1 		$9K Hold
109
– – ﹤0.01% 474
2020
Q4 		$9K Sell
109
-1,036
-90% -$85.4K ﹤0.01% 474
2020
Q3 		$85K Buy
1,145
+1,024
+846% +$78.4K ﹤0.01% 274
2020
Q2 		$9K Buy
121
+5
+4% +$378 ﹤0.01% 443
2020
Q1 		$9K Sell
116
-19
-14% -$1.72K ﹤0.01% 426
2019
Q4 		$12K Buy
135
+7
+5% +$632 ﹤0.01% 428
2019
Q3 		$12K Buy
128
+11
+9% +$1.04K ﹤0.01% 414
2019
Q2 		$11K Buy
+117
New +$11.2K ﹤0.01% 383

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Ameritrade Investment Management's PNW Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 155 shares — an estimated $13K sold.

TD Ameritrade Investment Management first reported a position in PNW in Q2 2019 and held it in 13 quarters. The position peaked at $85K in Q3 2021. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 155 Pinnacle West Capital shares in Q3 2023, an estimated $13K.
  • TD Ameritrade Investment Management first reported a position in Pinnacle West Capital in Q2 2019 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Pinnacle West Capital position peaked at $85K in Q3 2021.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.