American Research & Management Company’s Pinnacle Financial Partners 6.75% Series B Preferred Stock PNFPP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$872K Sell
34,431
-1,900
-5% -$48.6K 0.24% 69
2022
Q2
$915K Buy
36,331
+3,650
+11% +$93.1K 0.24% 71
2022
Q1
$873K Buy
32,681
+5,800
+22% +$156K 0.19% 76
2021
Q4
$758K Buy
26,881
+3,181
+13% +$89.1K 0.16% 79
2021
Q3
$667K Buy
23,700
+1,019
+4% +$29.1K 0.15% 80
2021
Q2
$661K Buy
22,681
+2,900
+15% +$81.6K 0.15% 80
2021
Q1
$546K Buy
19,781
+1,300
+7% +$35.5K 0.13% 90
2020
Q4
$512K Buy
18,481
+7,225
+64% +$197K 0.13% 92
2020
Q3
$298K Buy
11,256
+5,600
+99% +$147K 0.09% 106
2020
Q2
$147K Buy
+5,656
New +$146K 0.04% 133

American Research & Management Company's PNFPP Position: Q3 2022 in Review

American Research & Management Company reduced its Pinnacle Financial Partners 6.75% Series B Preferred Stock (PNFPP) stake by 5.2% in Q3 2022, selling an estimated $48.6K and leaving 34,431 shares worth $872K. The position accounts for 0.24% of the portfolio, ranked #69.

American Research & Management Company first reported a position in PNFPP in Q2 2020 and has held it in 10 quarters since. The position peaked at $915K in Q2 2022. 1 fund tracked by Wall St. Rank holds PNFPP as of Q3 2022.

  • American Research & Management Company held 34,431 shares of Pinnacle Financial Partners 6.75% Series B Preferred Stock worth $872K as of Q3 2022.
  • American Research & Management Company sold 1,900 Pinnacle Financial Partners 6.75% Series B Preferred Stock shares in Q3 2022, an estimated $48.6K.
  • Pinnacle Financial Partners 6.75% Series B Preferred Stock made up 0.24% of American Research & Management Company's portfolio in Q3 2022, its #69 holding.
  • American Research & Management Company first reported a position in Pinnacle Financial Partners 6.75% Series B Preferred Stock in Q2 2020 and has held it in 10 quarters since.
  • American Research & Management Company's Pinnacle Financial Partners 6.75% Series B Preferred Stock position peaked at $915K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Pinnacle Financial Partners 6.75% Series B Preferred Stock as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.