TWP
PNW icon

TFO Wealth Partners’s Pinnacle West Capital PNW Stock Holding History

TFO Wealth 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
-13
Closed -$934 – 897
2023
Q4 		$934 Hold
13
– – ﹤0.01% 210
2023
Q3 		$1.06K Buy
+13
New +$1.03K ﹤0.01% 271

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

TFO Wealth Partners's PNW Position: Q1 2024 in Review

TFO Wealth Partners sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 13 shares — an estimated $934 sold.

TFO Wealth Partners first reported a position in PNW in Q3 2023 and held it in 2 quarters. The position peaked at $1.06K in Q3 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • TFO Wealth Partners reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 13 Pinnacle West Capital shares in Q1 2024, an estimated $934.
  • TFO Wealth Partners first reported a position in Pinnacle West Capital in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Pinnacle West Capital position peaked at $1.06K in Q3 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.