TrueWealth LLC’s Pinnacle West Capital PNW Stock Holding History

TrueWealth LLC’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
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	690
2020 Q1	$1K	Sell	14 -14	-50%	-$1.27K	﹤0.01%	702
2019 Q4	$3K	Hold	28	–	–	﹤0.01%	648
2019 Q3	$3K	Hold	28	–	–	﹤0.01%	617
2019 Q2	$3K	Hold	28	–	–	﹤0.01%	626
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	641
2018 Q4	$2K	Hold	28	–	–	﹤0.01%	668
2018 Q3	$2K	Hold	28	–	–	﹤0.01%	736
2018 Q2	$2K	Sell	28 -14	-33%	-$1.09K	﹤0.01%	743
2018 Q1	$3K	Sell	42 -22	-34%	-$1.73K	﹤0.01%	662
2017 Q4	$5K	Buy	+64	New	+$5.65K	﹤0.01%	664

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's PNW Position: Q2 2020 in Review

TrueWealth LLC held its Pinnacle West Capital (PNW) position steady in Q2 2020 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

TrueWealth LLC first reported a position in PNW in Q4 2017 and has held it in 11 quarters since. The position peaked at $5K in Q4 2017. 497 funds tracked by Wall St. Rank hold PNW as of Q2 2020.

TrueWealth LLC held 14 shares of Pinnacle West Capital worth $1K as of Q2 2020.
TrueWealth LLC left its Pinnacle West Capital share count unchanged in Q2 2020.
Pinnacle West Capital made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #690 holding.
TrueWealth LLC first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Pinnacle West Capital position peaked at $5K in Q4 2017.
497 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.