Wealthfront Advisers
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Wealthfront Advisers’s Pinnacle West Capital PNW Stock Holding History

Wealthfront Advisers’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
2026
Q1 		$221K Buy
+2,194
New +$212K ﹤0.01% 1006
2021
Q4 		– Sell
-2,974
Closed -$215K – 772
2021
Q3 		$215K Sell
2,974
-5,056
-63% -$401K ﹤0.01% 674
2021
Q2 		$658K Buy
8,030
+4,798
+148% +$406K ﹤0.01% 484
2021
Q1 		$263K Buy
3,232
+281
+10% +$21.7K ﹤0.01% 515
2020
Q4 		$236K Buy
2,951
+112
+4% +$9.23K ﹤0.01% 510
2020
Q3 		$212K Sell
2,839
-60
-2% -$4.59K ﹤0.01% 501
2020
Q2 		$212K Sell
2,899
-11,274
-80% -$851K ﹤0.01% 493
2020
Q1 		$1.07M Sell
14,173
-1,618
-10% -$147K 0.01% 272
2019
Q4 		$1.42M Buy
15,791
+749
+5% +$67.6K 0.01% 253
2019
Q3 		$1.46M Buy
15,042
+1,397
+10% +$132K 0.01% 215
2019
Q2 		$1.28M Buy
13,645
+59
+0.4% +$5.62K 0.01% 227
2019
Q1 		$1.3M Buy
13,586
+1,675
+14% +$151K 0.01% 211
2018
Q4 		$1.01M Buy
+11,911
New +$1.03M 0.01% 242

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return