Whitney & Co’s Pinnacle West Capital PNW Stock Holding History

Whitney & Co’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 Q4	–	Sell	-55,984	Closed	-$4.05M	–	137
2021 Q3	$4.05M	Buy	+55,984	New	+$4.44M	0.65%	51

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whitney & Co's PNW Position: Q4 2021 in Review

Whitney & Co sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 55,984 shares — an estimated $4.05M sold.

Whitney & Co first reported a position in PNW in Q3 2021 and held it in 1 quarter. The position peaked at $4.05M in Q3 2021. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

Whitney & Co reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
Whitney & Co sold 55,984 Pinnacle West Capital shares in Q4 2021, an estimated $4.05M.
Whitney & Co first reported a position in Pinnacle West Capital in Q3 2021 and held it in 1 quarter.
Whitney & Co's Pinnacle West Capital position peaked at $4.05M in Q3 2021.
498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Whitney & Co's 13F filing for Q4 2021, filed 11 Feb 2022.