BDO Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

BDO Wealth 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
2023 Q2	$11.8K	Hold	209	–	–	﹤0.01%	678
2023 Q1	$11.5K	Sell	209 -405	-66%	-$28.4K	﹤0.01%	675
2022 Q4	$45.1K	Hold	614	–	–	0.01%	429
2022 Q3	$50K	Hold	614	–	–	0.01%	403
2022 Q2	$44K	Hold	614	–	–	0.01%	425
2022 Q1	$57K	Sell	614 -1	-0.2%	-$99	0.01%	408
2021 Q4	$59K	Hold	615	–	–	0.01%	425
2021 Q3	$58K	Hold	615	–	–	0.01%	423
2021 Q2	$54K	Hold	615	–	–	0.01%	457
2021 Q1	$55K	Hold	615	–	–	0.01%	444
2020 Q4	$40K	Hold	615	–	–	0.01%	379
2020 Q3	$22K	Hold	615	–	–	﹤0.01%	414
2020 Q2	$26K	Hold	615	–	–	﹤0.01%	396
2020 Q1	$23K	Buy	+615	New	+$33.3K	﹤0.01%	430

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's PNFP Position: Q2 2023 in Review

BDO Wealth Advisors held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2023 at 209 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

BDO Wealth Advisors first reported a position in PNFP in Q1 2020 and has held it in 14 quarters since. The position peaked at $59K in Q4 2021. 389 funds tracked by Wall St. Rank hold PNFP as of Q2 2023.

BDO Wealth Advisors held 209 shares of Pinnacle Financial Partners Inc worth $11.8K as of Q2 2023.
BDO Wealth Advisors left its Pinnacle Financial Partners Inc share count unchanged in Q2 2023.
Pinnacle Financial Partners Inc made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #678 holding.
BDO Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $59K in Q4 2021.
389 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.