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Cascadia Advisory Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Cascadia Advisory Services’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
Q3 		$990K Buy
+10,522
New +$968K 0.2% 119
2019
Q4 		$1.06M Buy
+16,551
New +$999K 0.3% 90

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cascadia Advisory Services's PNFP Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q3 2021: 10,522 shares worth $990K. The stake represents 0.2% of the portfolio and ranks #119 among its holdings. This is a return to the name: Cascadia Advisory Services previously reported a position in PNFP as recently as Q4 2019.

Cascadia Advisory Services first reported a position in PNFP in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2019. 366 funds tracked by Wall St. Rank hold PNFP as of Q3 2021.

  • Cascadia Advisory Services held 10,522 shares of Pinnacle Financial Partners Inc worth $990K as of Q3 2021.
  • Pinnacle Financial Partners Inc was a new Cascadia Advisory Services position in Q3 2021.
  • Pinnacle Financial Partners Inc made up 0.2% of Cascadia Advisory Services's portfolio in Q3 2021, its #119 holding.
  • Cascadia Advisory Services first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and has held it in 2 quarters since.
  • Cascadia Advisory Services's Pinnacle Financial Partners Inc position peaked at $1.06M in Q4 2019.
  • 366 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.