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Tucker Asset Management’s Pinnacle West Capital PNW Stock Holding History

Tucker Asset 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
2024
Q2 		– Sell
-16
Closed -$1.2K – 1767
2024
Q1 		$1.2K Sell
16
-15
-48% -$1.06K ﹤0.01% 1409
2023
Q4 		$2.23K Hold
31
– – ﹤0.01% 1108
2023
Q3 		$2.28K Buy
31
+16
+107% +$1.27K ﹤0.01% 1011
2023
Q2 		$1.22K Hold
15
– – ﹤0.01% 942
2023
Q1 		$1.19K Hold
15
– – ﹤0.01% 966
2022
Q4 		$1.16K Hold
15
– – ﹤0.01% 628
2022
Q3 		$1.01K Hold
15
– – ﹤0.01% 667
2022
Q2 		$1.1K Hold
15
– – ﹤0.01% 520
2022
Q1 		$1.17K Buy
+15
New +$1.07K ﹤0.01% 486

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Tucker Asset Management's PNW Position: Q2 2024 in Review

Tucker Asset Management sold out of Pinnacle West Capital (PNW) in Q2 2024, closing a stake of 16 shares — an estimated $1.2K sold.

Tucker Asset Management first reported a position in PNW in Q1 2022 and held it in 9 quarters. The position peaked at $2.28K in Q3 2023. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Tucker Asset Management reported no remaining Pinnacle West Capital position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 16 Pinnacle West Capital shares in Q2 2024, an estimated $1.2K.
  • Tucker Asset Management first reported a position in Pinnacle West Capital in Q1 2022 and held it in 9 quarters.
  • Tucker Asset Management's Pinnacle West Capital position peaked at $2.28K in Q3 2023.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.