WWM
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Western Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Western Wealth 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
2020
Q1 		– Sell
-45,576
Closed -$4.11M – 409
2019
Q4 		$4.11M Buy
+45,576
New +$4.11M 0.62% 38
2019
Q3 		– Sell
-88,288
Closed -$8.2M – 416
2019
Q2 		$8.2M Buy
+88,288
New +$8.41M 1.08% 24

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Wealth Management's PNW Position: Q1 2020 in Review

Western Wealth Management sold out of Pinnacle West Capital (PNW) in Q1 2020, closing a stake of 45,576 shares — an estimated $4.11M sold.

Western Wealth Management first reported a position in PNW in Q2 2019 and held it in 2 quarters. The position peaked at $8.2M in Q2 2019. 495 funds tracked by Wall St. Rank hold PNW as of Q1 2020.

  • Western Wealth Management reported no remaining Pinnacle West Capital position as of Q1 2020 after selling out during the quarter.
  • Western Wealth Management sold 45,576 Pinnacle West Capital shares in Q1 2020, an estimated $4.11M.
  • Western Wealth Management first reported a position in Pinnacle West Capital in Q2 2019 and held it in 2 quarters.
  • Western Wealth Management's Pinnacle West Capital position peaked at $8.2M in Q2 2019.
  • 495 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.