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Adirondack Retirement Specialists’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Adirondack Retirement Specialists’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$5.67K – 103
2023
Q2 		$5.67K Hold
100
– – ﹤0.01% 63
2023
Q1 		$5.26K Hold
100
– – ﹤0.01% 80
2022
Q4 		$7.34K Hold
100
– – 0.01% 55
2022
Q3 		$8K Buy
+100
New +$7.99K 0.01% 59

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Adirondack Retirement Specialists's PNFP Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2023, closing a stake of 100 shares — an estimated $5.67K sold.

Adirondack Retirement Specialists first reported a position in PNFP in Q3 2022 and held it in 4 quarters. The position peaked at $8K in Q3 2022. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Pinnacle Financial Partners Inc position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 100 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $5.67K.
  • Adirondack Retirement Specialists first reported a position in Pinnacle Financial Partners Inc in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Pinnacle Financial Partners Inc position peaked at $8K in Q3 2022.
  • 391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.