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Belpointe Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-855
Closed -$47.1K – 2597
2023
Q1 		$47.1K Buy
855
+179
+26% +$12.6K ﹤0.01% 1737
2022
Q4 		$49.6K Sell
676
-1,371
-67% -$110K ﹤0.01% 1620
2022
Q3 		$166K Buy
+2,047
New +$164K 0.01% 920

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's PNFP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2023, closing a stake of 855 shares — an estimated $47.1K sold.

Belpointe Asset Management first reported a position in PNFP in Q3 2022 and held it in 3 quarters. The position peaked at $166K in Q3 2022. 389 funds tracked by Wall St. Rank hold PNFP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Pinnacle Financial Partners Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 855 Pinnacle Financial Partners Inc shares in Q2 2023, an estimated $47.1K.
  • Belpointe Asset Management first reported a position in Pinnacle Financial Partners Inc in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Pinnacle Financial Partners Inc position peaked at $166K in Q3 2022.
  • 389 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.