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Valley National Advisers’s Pinnacle West Capital PNW Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-30
Closed -$2K – 1044
2024
Q2 		$2K Sell
30
-10
-25% -$755 ﹤0.01% 939
2024
Q1 		$2K Buy
+40
New +$2.82K ﹤0.01% 977
2023
Q4 		– Sell
-65
Closed -$5K – 1260
2023
Q3 		$5K Buy
+65
New +$5.16K ﹤0.01% 709
2021
Q1 		– Sell
-13
Closed -$1K – 897
2020
Q4 		$1K Hold
13
– – ﹤0.01% 760
2020
Q3 		$1K Hold
13
– – ﹤0.01% 729
2020
Q2 		$1K Hold
13
– – ﹤0.01% 731
2020
Q1 		$1K Buy
+13
New +$1.18K ﹤0.01% 716

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

Valley National Advisers's PNW Position: Q3 2024 in Review

Valley National Advisers sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 30 shares — an estimated $2K sold.

Valley National Advisers first reported a position in PNW in Q1 2020 and held it in 7 quarters. The position peaked at $5K in Q3 2023. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

  • Valley National Advisers reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 30 Pinnacle West Capital shares in Q3 2024, an estimated $2K.
  • Valley National Advisers first reported a position in Pinnacle West Capital in Q1 2020 and held it in 7 quarters.
  • Valley National Advisers's Pinnacle West Capital position peaked at $5K in Q3 2023.
  • 579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.