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Weaver Consulting Group’s Pinnacle West Capital PNW Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-791
Closed -$59K – 692
2020
Q3 		$59K Buy
791
+496
+168% +$38K 0.03% 245
2020
Q2 		$22K Hold
295
– – 0.01% 379
2020
Q1 		$22K Hold
295
– – 0.01% 324
2019
Q4 		$29K Hold
295
– – 0.02% 311
2019
Q3 		$27K Hold
295
– – 0.01% 303
2019
Q2 		$28K Hold
295
– – 0.02% 290
2019
Q1 		$29K Buy
+295
New +$26.6K 0.01% 614

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weaver Consulting Group's PNW Position: Q4 2020 in Review

Weaver Consulting Group sold out of Pinnacle West Capital (PNW) in Q4 2020, closing a stake of 791 shares — an estimated $59K sold.

Weaver Consulting Group first reported a position in PNW in Q1 2019 and held it in 7 quarters. The position peaked at $59K in Q3 2020. 526 funds tracked by Wall St. Rank hold PNW as of Q4 2020.

  • Weaver Consulting Group reported no remaining Pinnacle West Capital position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 791 Pinnacle West Capital shares in Q4 2020, an estimated $59K.
  • Weaver Consulting Group first reported a position in Pinnacle West Capital in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Pinnacle West Capital position peaked at $59K in Q3 2020.
  • 526 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.