DHGWA
PNW icon

Dixon Hughes Goodman Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$0 Sell
1
-50
-98% -$3.58K ﹤0.01% 1030
2021
Q4 		$4K Buy
+51
New +$3.42K ﹤0.01% 597

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PNW Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Pinnacle West Capital (PNW) stake by 98% in Q1 2022, selling an estimated $3.58K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Dixon Hughes Goodman Wealth Advisors first reported a position in PNW in Q4 2021 and has held it in 2 quarters since. The position peaked at $4K in Q4 2021. 482 funds tracked by Wall St. Rank hold PNW as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1 share of Pinnacle West Capital worth $0 as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 50 Pinnacle West Capital shares in Q1 2022, an estimated $3.58K.
  • Pinnacle West Capital made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #1030 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Pinnacle West Capital position peaked at $4K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.