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AJ Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

AJ Advisors’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
Q2 		– Sell
-7,021
Closed -$603K – 43
2024
Q1 		$603K Buy
7,021
+18
+0.3% +$1.51K 0.33% 24
2023
Q4 		$611K Sell
7,003
-399
-5% -$28.9K 0.38% 22
2023
Q3 		$496K Buy
+7,402
New +$499K 0.37% 19

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Advisors's PNFP Position: Q2 2024 in Review

AJ Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2024, closing a stake of 7,021 shares — an estimated $603K sold.

AJ Advisors first reported a position in PNFP in Q3 2023 and held it in 3 quarters. The position peaked at $611K in Q4 2023. 411 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • AJ Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2024 after selling out during the quarter.
  • AJ Advisors sold 7,021 Pinnacle Financial Partners Inc shares in Q2 2024, an estimated $603K.
  • AJ Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2023 and held it in 3 quarters.
  • AJ Advisors's Pinnacle Financial Partners Inc position peaked at $611K in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on AJ Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.