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Carroll Financial Associates’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$777K Buy
8,151
+608
+8% +$59.5K 0.04% 203
2021
Q3 		$709K Buy
7,543
+859
+13% +$79K 0.04% 222
2021
Q2 		$590K Buy
6,684
+3
+0% +$268 0.03% 236
2021
Q1 		$592K Sell
6,681
-520
-7% -$41.1K 0.04% 232
2020
Q4 		$463K Sell
7,201
-570
-7% -$29.4K 0.03% 249
2020
Q3 		$276K Buy
7,771
+2,301
+42% +$91.6K 0.02% 289
2020
Q2 		$229K Buy
5,470
+5
+0.1% +$198 0.02% 314
2020
Q1 		$205K Buy
5,465
+4
+0.1% +$217 0.02% 298
2019
Q4 		$349K Buy
5,461
+3
+0.1% +$181 0.03% 261
2019
Q3 		$309K Sell
5,458
-501
-8% -$28K 0.03% 287
2019
Q2 		$342K Buy
5,959
+658
+12% +$37K 0.03% 262
2019
Q1 		$289K Hold
5,301
– – 0.03% 265
2018
Q4 		$257K Sell
5,301
-332
-6% -$17.6K 0.03% 242
2018
Q3 		$338K Sell
5,633
-732
-12% -$46.4K 0.04% 218
2018
Q2 		$390K Buy
6,365
+823
+15% +$53.5K 0.04% 198
2018
Q1 		$355K Sell
5,542
-994
-15% -$65K 0.04% 207
2017
Q4 		$433K Sell
6,536
-1,084
-14% -$72.1K 0.05% 179
2017
Q3 		$512K Sell
7,620
-6,758
-47% -$426K 0.06% 154
2017
Q2 		$902K Buy
14,378
+14,278
+14,278% +$905K 0.11% 110
2017
Q1 		$6K Hold
100
– – ﹤0.01% 948
2016
Q4 		$6K Hold
100
– – ﹤0.01% 911
2016
Q3 		$5K Hold
100
– – ﹤0.01% 952
2016
Q2 		$4K Hold
100
– – ﹤0.01% 973
2016
Q1 		$4K Hold
100
– – ﹤0.01% 947
2015
Q4 		$5K Hold
100
– – ﹤0.01% 875
2015
Q3 		$5K Hold
100
– – ﹤0.01% 854
2015
Q2 		$5K Sell
100
-1,400
-93% -$69.3K ﹤0.01% 858
2015
Q1 		$67K Buy
+1,500
New +$60.3K 0.03% 239

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carroll Financial Associates's PNFP Position: Q4 2021 in Review

Carroll Financial Associates increased its Pinnacle Financial Partners Inc (PNFP) stake by 8.1% in Q4 2021, buying an estimated $59.5K and bringing the position to 8,151 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #203.

Carroll Financial Associates first reported a position in PNFP in Q1 2015 and has held it in 28 quarters since. The position peaked at $902K in Q2 2017. 387 funds tracked by Wall St. Rank hold PNFP as of Q4 2021.

  • Carroll Financial Associates held 8,151 shares of Pinnacle Financial Partners Inc worth $777K as of Q4 2021.
  • Carroll Financial Associates bought 608 Pinnacle Financial Partners Inc shares in Q4 2021, an estimated $59.5K.
  • Pinnacle Financial Partners Inc made up 0.04% of Carroll Financial Associates's portfolio in Q4 2021, its #203 holding.
  • Carroll Financial Associates first reported a position in Pinnacle Financial Partners Inc in Q1 2015 and has held it in 28 quarters since.
  • Carroll Financial Associates's Pinnacle Financial Partners Inc position peaked at $902K in Q2 2017.
  • 387 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.