Wipfli Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

Wipfli Financial 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 Q3	$61K	Buy	+952	New	+$70.1K	﹤0.01%	983

Other funds holding PNW

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wipfli Financial Advisors's PNW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Pinnacle West Capital (PNW) in Q3 2022: 952 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

479 funds tracked by Wall St. Rank hold PNW as of Q3 2022.

Wipfli Financial Advisors held 952 shares of Pinnacle West Capital worth $61K as of Q3 2022.
Pinnacle West Capital was a new Wipfli Financial Advisors position in Q3 2022.
Pinnacle West Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #983 holding.
479 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.