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Wealthspire Advisors (Maryland)’s Pinnacle West Capital PNW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,153
Closed -$110K – 1606
2019
Q1 		$110K Buy
1,153
+25
+2% +$2.26K 0.01% 610
2018
Q4 		$96K Buy
1,128
+49
+5% +$4.22K 0.01% 612
2018
Q3 		$85K Buy
1,079
+99
+10% +$7.95K 0.01% 756
2018
Q2 		$79K Sell
980
-27
-3% -$2.11K 0.01% 801
2018
Q1 		$80K Sell
1,007
-84
-8% -$6.59K 0.01% 796
2017
Q4 		$93K Buy
1,091
+73
+7% +$6.45K 0.01% 737
2017
Q3 		$86K Buy
1,018
+77
+8% +$6.75K 0.01% 772
2017
Q2 		$80K Buy
941
+62
+7% +$5.34K 0.01% 781
2017
Q1 		$73K Buy
879
+53
+6% +$4.24K 0.01% 692
2016
Q4 		$64K Buy
826
+91
+12% +$6.82K 0.01% 709
2016
Q3 		$56K Buy
735
+22
+3% +$1.71K 0.01% 742
2016
Q2 		$58K Buy
713
+3
+0.4% +$224 0.01% 699
2016
Q1 		$53K Buy
710
+19
+3% +$1.3K 0.01% 688
2015
Q4 		$45K Buy
+691
New +$44K 0.01% 746

Other funds holding PNW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PNW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Pinnacle West Capital (PNW) in Q2 2019, closing a stake of 1,153 shares — an estimated $110K sold.

Wealthspire Advisors (Maryland) first reported a position in PNW in Q4 2015 and held it in 14 quarters. The position peaked at $110K in Q1 2019. 535 funds tracked by Wall St. Rank hold PNW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Pinnacle West Capital position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,153 Pinnacle West Capital shares in Q2 2019, an estimated $110K.
  • Wealthspire Advisors (Maryland) first reported a position in Pinnacle West Capital in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Pinnacle West Capital position peaked at $110K in Q1 2019.
  • 535 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.