VWM
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Valley Wealth Managers’s Pinnacle West Capital PNW Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-26
Closed -$1.86K – 435
2022
Q3 		$2K Hold
26
– – ﹤0.01% 375
2022
Q2 		$2K Buy
+26
New +$1.94K ﹤0.01% 389

Other funds holding PNW

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valley Wealth Managers's PNW Position: Q4 2022 in Review

Valley Wealth Managers sold out of Pinnacle West Capital (PNW) in Q4 2022, closing a stake of 26 shares — an estimated $1.86K sold.

Valley Wealth Managers first reported a position in PNW in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 536 funds tracked by Wall St. Rank hold PNW as of Q4 2022.

  • Valley Wealth Managers reported no remaining Pinnacle West Capital position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 26 Pinnacle West Capital shares in Q4 2022, an estimated $1.86K.
  • Valley Wealth Managers first reported a position in Pinnacle West Capital in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's Pinnacle West Capital position peaked at $2K in Q3 2022.
  • 536 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.