TWM
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Titus Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Titus Wealth 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
2022
Q2 		$249K Buy
3,400
+347
+11% +$26K 0.12% 126
2022
Q1 		$238K Buy
3,053
+32
+1% +$2.29K 0.11% 146
2021
Q4 		$213K Buy
3,021
+16
+0.5% +$1.07K 0.1% 162
2021
Q3 		$218K Buy
+3,005
New +$238K 0.11% 149

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Titus Wealth Management's PNW Position: Q2 2022 in Review

Titus Wealth Management increased its Pinnacle West Capital (PNW) stake by 11% in Q2 2022, buying an estimated $26K and bringing the position to 3,400 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #126.

Titus Wealth Management first reported a position in PNW in Q3 2021 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold PNW as of Q2 2022.

  • Titus Wealth Management held 3,400 shares of Pinnacle West Capital worth $249K as of Q2 2022.
  • Titus Wealth Management bought 347 Pinnacle West Capital shares in Q2 2022, an estimated $26K.
  • Pinnacle West Capital made up 0.12% of Titus Wealth Management's portfolio in Q2 2022, its #126 holding.
  • Titus Wealth Management first reported a position in Pinnacle West Capital in Q3 2021 and has held it in 4 quarters since.
  • 492 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.