AE Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-6,554	Closed	-$588K	–	1763
2023 Q4	$588K	Sell	6,554 -211	-3%	-$15.3K	﹤0.01%	1353
2023 Q3	$454K	Sell	6,765 -2,835	-30%	-$191K	﹤0.01%	1427
2023 Q2	$544K	Buy	9,600 +3,766	+65%	+$198K	﹤0.01%	1346
2023 Q1	$322K	Sell	5,834 -7,206	-55%	-$506K	﹤0.01%	1520
2022 Q4	$957K	Buy	13,040 +7,214	+124%	+$579K	0.01%	1002
2022 Q3	$473K	Sell	5,826 -686	-11%	-$54.8K	﹤0.01%	1292
2022 Q2	$471K	Buy	6,512 +31	+0.5%	+$2.45K	﹤0.01%	1234
2022 Q1	$597K	Buy	6,481 +2,018	+45%	+$199K	﹤0.01%	1143
2021 Q4	$426K	Sell	4,463 -22	-0.5%	-$2.15K	﹤0.01%	1316
2021 Q3	$422K	Buy	+4,485	New	+$413K	﹤0.01%	1236

Other funds holding PNFP

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

AE Wealth Management's PNFP Position: Q1 2024 in Review

AE Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2024, closing a stake of 6,554 shares — an estimated $588K sold.

AE Wealth Management first reported a position in PNFP in Q3 2021 and held it in 10 quarters. The position peaked at $957K in Q4 2022. 408 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

AE Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 6,554 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $588K.
AE Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2021 and held it in 10 quarters.
AE Wealth Management's Pinnacle Financial Partners Inc position peaked at $957K in Q4 2022.
408 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.