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Veritable’s Pinnacle West Capital PNW Stock Holding History

Veritable’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
-3,127
Closed -$255K – 601
2023
Q2 		$255K Buy
+3,127
New +$249K ﹤0.01% 755
2022
Q3 		– Sell
-5,936
Closed -$434K – 869
2022
Q2 		$434K Buy
5,936
+711
+14% +$53.2K 0.01% 572
2022
Q1 		$408K Buy
+5,225
New +$374K 0.01% 622
2020
Q2 		– Sell
-3,027
Closed -$229K – 782
2020
Q1 		$229K Buy
3,027
+105
+4% +$9.52K 0.01% 643
2019
Q4 		$263K Sell
2,922
-3
-0.1% -$271 ﹤0.01% 714
2019
Q3 		$284K Buy
2,925
+59
+2% +$5.56K 0.01% 662
2019
Q2 		$270K Buy
2,866
+6
+0.2% +$572 0.01% 678
2019
Q1 		$273K Sell
2,860
-21
-0.7% -$1.9K 0.01% 674
2018
Q4 		$245K Buy
2,881
+323
+13% +$27.8K 0.01% 669
2018
Q3 		$203K Sell
2,558
-98
-4% -$7.87K ﹤0.01% 780
2018
Q2 		$214K Sell
2,656
-44
-2% -$3.44K ﹤0.01% 741
2018
Q1 		$215K Buy
2,700
+12
+0.4% +$941 ﹤0.01% 732
2017
Q4 		$229K Sell
2,688
-456
-15% -$40.3K ﹤0.01% 719
2017
Q3 		$266K Buy
3,144
+8
+0.3% +$701 0.01% 642
2017
Q2 		$267K Buy
3,136
+40
+1% +$3.45K 0.01% 658
2017
Q1 		$258K Buy
3,096
+20
+0.7% +$1.6K 0.01% 643
2016
Q4 		$240K Buy
3,076
+124
+4% +$9.3K 0.01% 652
2016
Q3 		$224K Buy
2,952
+321
+12% +$25K 0.01% 660
2016
Q2 		$213K Sell
2,631
-60
-2% -$4.47K 0.01% 659
2016
Q1 		$202K Buy
+2,691
New +$184K 0.01% 665
2015
Q1 		– Sell
-2,977
Closed -$203K – 960
2014
Q4 		$203K Buy
+2,977
New +$185K ﹤0.01% 882

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 $3.37T AUM 44.26% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Veritable's PNW Position: Q3 2023 in Review

Veritable sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 3,127 shares — an estimated $255K sold.

Veritable first reported a position in PNW in Q4 2014 and held it in 21 quarters. The position peaked at $434K in Q2 2022. 519 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • Veritable reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 3,127 Pinnacle West Capital shares in Q3 2023, an estimated $255K.
  • Veritable first reported a position in Pinnacle West Capital in Q4 2014 and held it in 21 quarters.
  • Veritable's Pinnacle West Capital position peaked at $434K in Q2 2022.
  • 519 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.