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Baldwin Wealth Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-18
Closed -$1.44K – 1151
2024
Q2 		$1.44K Buy
+18
New +$1.44K ﹤0.01% 695
2017
Q1 		– Sell
-175
Closed -$12K – 529
2016
Q4 		$12K Hold
175
– – ﹤0.01% 425
2016
Q3 		$9K Buy
+175
New +$9.44K ﹤0.01% 464

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baldwin Wealth Partners's PNFP Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2024, closing a stake of 18 shares — an estimated $1.44K sold.

Baldwin Wealth Partners first reported a position in PNFP in Q3 2016 and held it in 3 quarters. The position peaked at $12K in Q4 2016. 421 funds tracked by Wall St. Rank hold PNFP as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Pinnacle Financial Partners Inc position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 18 Pinnacle Financial Partners Inc shares in Q3 2024, an estimated $1.44K.
  • Baldwin Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q3 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Pinnacle Financial Partners Inc position peaked at $12K in Q4 2016.
  • 421 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.