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Capital Impact Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Capital Impact 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
Q4 		– Sell
-8,230
Closed -$552K – 113
2023
Q3 		$552K Buy
8,230
+2,674
+48% +$180K 0.92% 54
2023
Q2 		$315K Hold
5,556
– – 0.35% 132
2023
Q1 		$306K Hold
5,556
– – 0.38% 125
2022
Q4 		$408K Buy
5,556
+1,389
+33% +$112K 0.4% 107
2022
Q3 		$333K Buy
4,167
+217
+5% +$17.3K 0.33% 128
2022
Q2 		$286K Sell
3,950
-1,889
-32% -$149K 0.26% 165
2022
Q1 		$538K Buy
+5,839
New +$577K 0.39% 130
2021
Q4 		– Sell
-22,242
Closed -$2.09M – 133
2021
Q3 		$2.09M Hold
22,242
– – 0.83% 56
2021
Q2 		$1.96M Sell
22,242
-21,121
-49% -$1.89M 0.63% 71
2021
Q1 		$3.85M Buy
43,363
+15,369
+55% +$1.22M 1.35% 26
2020
Q4 		$1.8M Hold
27,994
– – 0.44% 88
2020
Q3 		$996K Hold
27,994
– – 0.3% 102
2020
Q2 		$1.18M Sell
27,994
-9,361
-25% -$371K 0.39% 99
2020
Q1 		$1.4M Buy
37,355
+1,905
+5% +$103K 0.59% 82
2019
Q4 		$2.27M Hold
35,450
– – 0.8% 49
2019
Q3 		$2.01M Buy
35,450
+4,733
+15% +$265K 0.76% 57
2019
Q2 		$1.74M Buy
30,717
+1,269
+4% +$71.4K 0.64% 83
2019
Q1 		$1.35M Hold
29,448
– – 0.6% 96
2018
Q4 		$1.35M Hold
29,448
– – 0.58% 99
2018
Q3 		$1.78M Buy
29,448
+3,019
+11% +$191K 0.61% 86
2018
Q2 		$1.64M Buy
26,429
+2,743
+12% +$178K 0.61% 100
2018
Q1 		$1.52M Buy
23,686
+5,160
+28% +$337K 0.63% 76
2017
Q4 		$1.23M Hold
18,526
– – 0.53% 102
2017
Q3 		$1.24M Buy
18,526
+1,553
+9% +$97.9K 0.55% 105
2017
Q2 		$1.07M Sell
16,973
-6,502
-28% -$412K 0.49% 110
2017
Q1 		$1.56M Buy
23,475
+4,375
+23% +$295K 0.62% 79
2016
Q4 		$1.32M Hold
19,100
– – 0.55% 43
2016
Q3 		$1.03M Hold
19,100
– – 0.45% 94
2016
Q2 		$933K Hold
19,100
– – 0.44% 101
2016
Q1 		$937K Buy
19,100
+3,700
+24% +$176K 0.45% 93
2015
Q4 		$791K Buy
+15,400
New +$816K 0.38% 109

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Capital Impact Advisors's PNFP Position: Q4 2023 in Review

Capital Impact Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 8,230 shares — an estimated $552K sold.

Capital Impact Advisors first reported a position in PNFP in Q4 2015 and held it in 31 quarters. The position peaked at $3.85M in Q1 2021. 419 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Capital Impact Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
  • Capital Impact Advisors sold 8,230 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $552K.
  • Capital Impact Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2015 and held it in 31 quarters.
  • Capital Impact Advisors's Pinnacle Financial Partners Inc position peaked at $3.85M in Q1 2021.
  • 419 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Capital Impact Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.