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WealthPLAN Partners’s Pinnacle West Capital PNW Stock Holding History

WealthPLAN Partners’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
-76
Closed -$6.19K – 917
2023
Q2 		$6.19K Hold
76
– – ﹤0.01% 874
2023
Q1 		$6.02K Buy
+76
New +$5.73K ﹤0.01% 968
2017
Q2 		– Sell
-231
Closed -$19.4K – 355
2017
Q1 		$19.4K Buy
+231
New +$18.5K 0.07% 192
2016
Q3 		$16.9K Hold
231
– – 0.01% 513
2016
Q2 		$18.7K Buy
+231
New +$17.2K ﹤0.01% 1444
2015
Q4 		$14.9K Buy
+231
New +$14.7K ﹤0.01% 1025
2015
Q2 		– Sell
-230
Closed -$15K – 490
2015
Q1 		$15K Buy
+230
New +$15.4K 0.01% 347

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

WealthPLAN Partners's PNW Position: Q3 2023 in Review

WealthPLAN Partners sold out of Pinnacle West Capital (PNW) in Q3 2023, closing a stake of 76 shares — an estimated $6.19K sold.

WealthPLAN Partners first reported a position in PNW in Q1 2015 and held it in 7 quarters. The position peaked at $19.4K in Q1 2017. 519 funds tracked by Wall St. Rank hold PNW as of Q3 2023.

  • WealthPLAN Partners reported no remaining Pinnacle West Capital position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 76 Pinnacle West Capital shares in Q3 2023, an estimated $6.19K.
  • WealthPLAN Partners first reported a position in Pinnacle West Capital in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Pinnacle West Capital position peaked at $19.4K in Q1 2017.
  • 519 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.