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Total Clarity Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Total Clarity 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
Q3 		– Sell
-692
Closed -$51K – 786
2022
Q2 		$51K Buy
+692
New +$51.8K 0.03% 408
2022
Q1 		– Sell
-1,875
Closed -$132K – 727
2021
Q4 		$132K Sell
1,875
-336
-15% -$22.6K 0.06% 275
2021
Q3 		$160K Buy
+2,211
New +$175K 0.08% 240
2021
Q2 		– Sell
-1,184
Closed -$96K – 599
2021
Q1 		$96K Buy
+1,184
New +$91.6K 0.06% 248

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Total Clarity Wealth Management's PNW Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Pinnacle West Capital (PNW) in Q3 2022, closing a stake of 692 shares — an estimated $51K sold.

Total Clarity Wealth Management first reported a position in PNW in Q1 2021 and held it in 4 quarters. The position peaked at $160K in Q3 2021. 479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Pinnacle West Capital position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 692 Pinnacle West Capital shares in Q3 2022, an estimated $51K.
  • Total Clarity Wealth Management first reported a position in Pinnacle West Capital in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's Pinnacle West Capital position peaked at $160K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.