Williams Jones Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Williams Jones 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
2021 Q4	–	Sell	-3,635	Closed	-$263K	–	519
2021 Q3	$263K	Sell	3,635 -150	-4%	-$11.9K	﹤0.01%	419
2021 Q2	$310K	Sell	3,785 -200	-5%	-$16.9K	﹤0.01%	400
2021 Q1	$324K	Sell	3,985 -275	-6%	-$21.3K	0.01%	376
2020 Q4	$341K	Sell	4,260 -100	-2%	-$8.24K	0.01%	351
2020 Q3	$325K	Sell	4,360 -100	-2%	-$7.66K	0.01%	323
2020 Q2	$327K	Sell	4,460 -90	-2%	-$6.8K	0.01%	309
2020 Q1	$345K	Sell	4,550 -40	-0.9%	-$3.63K	0.01%	276
2019 Q4	$413K	Hold	4,590	–	–	0.01%	308
2019 Q3	$446K	Buy	+4,590	New	+$432K	0.01%	278

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

Williams Jones Wealth Management's PNW Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 3,635 shares — an estimated $263K sold.

Williams Jones Wealth Management first reported a position in PNW in Q3 2019 and held it in 9 quarters. The position peaked at $446K in Q3 2019. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

Williams Jones Wealth Management reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
Williams Jones Wealth Management sold 3,635 Pinnacle West Capital shares in Q4 2021, an estimated $263K.
Williams Jones Wealth Management first reported a position in Pinnacle West Capital in Q3 2019 and held it in 9 quarters.
Williams Jones Wealth Management's Pinnacle West Capital position peaked at $446K in Q3 2019.
498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.