Nauset Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Nauset 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
2022 Q1	$42K	Buy	+535	New	+$38.3K	0.03%	131

Other funds holding PNW

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nauset Wealth Management's PNW Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Pinnacle West Capital (PNW) in Q1 2022: 535 shares worth $42K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings.

481 funds tracked by Wall St. Rank hold PNW as of Q1 2022.

Nauset Wealth Management held 535 shares of Pinnacle West Capital worth $42K as of Q1 2022.
Pinnacle West Capital was a new Nauset Wealth Management position in Q1 2022.
Pinnacle West Capital made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #131 holding.
481 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.