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Tilt Investment Management Holdings’s Pinnacle West Capital PNW Stock Holding History

Tilt Investment Management Holdings’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
-6,576
Closed -$536K – 143
2023
Q2 		$536K Hold
6,576
– – 0.35% 84
2023
Q1 		$508K Buy
6,576
+76
+1% +$5.73K 0.38% 81
2022
Q4 		$494K Buy
+6,500
New +$464K 0.42% 77

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 $315B AUM 27.84% 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

Tilt Investment Management Holdings's PNW Position: Q3 2023 in Review

Tilt Investment Management Holdings sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 6,576 shares — an estimated $536K sold.

Tilt Investment Management Holdings first reported a position in PNW in Q4 2022 and held it in 3 quarters. The position peaked at $536K in Q2 2023. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Tilt Investment Management Holdings reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 6,576 Pinnacle West Capital shares in Q3 2023, an estimated $536K.
  • Tilt Investment Management Holdings first reported a position in Pinnacle West Capital in Q4 2022 and held it in 3 quarters.
  • Tilt Investment Management Holdings's Pinnacle West Capital position peaked at $536K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.