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Weld Capital Management’s Pinnacle West Capital PNW Stock Holding History

Weld Capital Management’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
2021
Q1 		– Sell
-14,471
Closed -$1.16M – 503
2020
Q4 		$1.16M Buy
+14,471
New +$1.19M 0.46% 47

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American Century Companies
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Franklin Resources
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Massachusetts Financial Services
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Ameriprise
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Invesco
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Geode Capital Management
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Weld Capital Management's PNW Position: Q1 2021 in Review

Weld Capital Management sold out of Pinnacle West Capital (PNW) in Q1 2021, closing a stake of 14,471 shares — an estimated $1.16M sold.

Weld Capital Management first reported a position in PNW in Q4 2020 and held it in 1 quarter. The position peaked at $1.16M in Q4 2020. 499 funds tracked by Wall St. Rank hold PNW as of Q1 2021.

  • Weld Capital Management reported no remaining Pinnacle West Capital position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 14,471 Pinnacle West Capital shares in Q1 2021, an estimated $1.16M.
  • Weld Capital Management first reported a position in Pinnacle West Capital in Q4 2020 and held it in 1 quarter.
  • Weld Capital Management's Pinnacle West Capital position peaked at $1.16M in Q4 2020.
  • 499 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.