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Toth Financial Advisory’s Pinnacle West Capital PNW Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-146
Closed -$10.8K – 781
2023
Q3 		$10.8K Buy
+146
New +$11.6K ﹤0.01% 433

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Toth Financial Advisory's PNW Position: Q4 2023 in Review

Toth Financial Advisory sold out of Pinnacle West Capital (PNW) in Q4 2023, closing a stake of 146 shares — an estimated $10.8K sold.

Toth Financial Advisory first reported a position in PNW in Q3 2023 and held it in 1 quarter. The position peaked at $10.8K in Q3 2023. 548 funds tracked by Wall St. Rank hold PNW as of Q4 2023.

  • Toth Financial Advisory reported no remaining Pinnacle West Capital position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 146 Pinnacle West Capital shares in Q4 2023, an estimated $10.8K.
  • Toth Financial Advisory first reported a position in Pinnacle West Capital in Q3 2023 and held it in 1 quarter.
  • Toth Financial Advisory's Pinnacle West Capital position peaked at $10.8K in Q3 2023.
  • 548 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.