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

Baystate 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
2023
Q4 		$699 Hold
8
– – ﹤0.01% 1181
2023
Q3 		$537 Sell
8
-45
-85% -$3.04K ﹤0.01% 936
2023
Q2 		$3.01K Hold
53
– – ﹤0.01% 790
2023
Q1 		$2.92K Buy
53
+45
+563% +$3.16K ﹤0.01% 774
2022
Q4 		$1K Hold
8
– – ﹤0.01% 891
2022
Q3 		$1K Hold
8
– – ﹤0.01% 838
2022
Q2 		$1K Hold
8
– – ﹤0.01% 859
2022
Q1 		$1K Hold
8
– – ﹤0.01% 846
2021
Q4 		$1K Hold
8
– – ﹤0.01% 842
2021
Q3 		$1K Hold
8
– – ﹤0.01% 792
2021
Q2 		$1K Hold
8
– – ﹤0.01% 762
2021
Q1 		$1K Buy
+8
New +$633 ﹤0.01% 691

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Baystate Wealth Management's PNFP Position: Q4 2023 in Review

Baystate Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q4 2023 at 8 shares worth $699. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Baystate Wealth Management first reported a position in PNFP in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.01K in Q2 2023. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Baystate Wealth Management held 8 shares of Pinnacle Financial Partners Inc worth $699 as of Q4 2023.
  • Baystate Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q4 2023.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1181 holding.
  • Baystate Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2021 and has held it in 12 quarters since.
  • Baystate Wealth Management's Pinnacle Financial Partners Inc position peaked at $3.01K in Q2 2023.
  • 418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.