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Transform Wealth’s Pinnacle West Capital PNW Stock Holding History

Transform Wealth’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
-4,746
Closed -$387K – 266
2023
Q2 		$387K Hold
4,746
– – 0.03% 199
2023
Q1 		$376K Buy
+4,746
New +$358K 0.04% 195

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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Transform Wealth's PNW Position: Q3 2023 in Review

Transform Wealth sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 4,746 shares — an estimated $387K sold.

Transform Wealth first reported a position in PNW in Q1 2023 and held it in 2 quarters. The position peaked at $387K in Q2 2023. 520 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Transform Wealth reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 4,746 Pinnacle West Capital shares in Q3 2023, an estimated $387K.
  • Transform Wealth first reported a position in Pinnacle West Capital in Q1 2023 and held it in 2 quarters.
  • Transform Wealth's Pinnacle West Capital position peaked at $387K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.