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VisionPoint Advisory Group’s Pinnacle West Capital PNW Stock Holding History

VisionPoint Advisory Group’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
-520
Closed -$39.7K – 637
2024
Q2 		$39.7K Buy
520
+60
+13% +$4.53K 0.01% 303
2024
Q1 		$34.4K Buy
+460
New +$32.4K 0.01% 324
2023
Q4 		– Sell
-2
Closed -$147 – 848
2023
Q3 		$147 Buy
+2
New +$159 ﹤0.01% 659

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

VisionPoint Advisory Group's PNW Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 520 shares — an estimated $39.7K sold.

VisionPoint Advisory Group first reported a position in PNW in Q3 2023 and held it in 3 quarters. The position peaked at $39.7K in Q2 2024. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 520 Pinnacle West Capital shares in Q3 2024, an estimated $39.7K.
  • VisionPoint Advisory Group first reported a position in Pinnacle West Capital in Q3 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Pinnacle West Capital position peaked at $39.7K in Q2 2024.
  • 579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.