Cetera Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Cetera 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
2024 Q1	$361K	Sell	4,202 -3,107	-43%	-$261K	﹤0.01%	1820
2023 Q4	$638K	Buy	7,309 +4,128	+130%	+$299K	0.01%	989
2023 Q3	$213K	Sell	3,181 -1,002	-24%	-$67.6K	﹤0.01%	1507
2023 Q2	$237K	Buy	+4,183	New	+$220K	﹤0.01%	1425
2023 Q1	–	Sell	-2,941	Closed	-$216K	–	1704
2022 Q4	$216K	Buy	+2,941	New	+$236K	﹤0.01%	1406

Other funds holding PNFP

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

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

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

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

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

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cetera Advisors's PNFP Position: Q1 2024 in Review

Cetera Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 43% in Q1 2024, selling an estimated $261K and leaving 4,202 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Cetera Advisors first reported a position in PNFP in Q4 2022 and has held it in 5 quarters since. The position peaked at $638K in Q4 2023. 408 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

Cetera Advisors held 4,202 shares of Pinnacle Financial Partners Inc worth $361K as of Q1 2024.
Cetera Advisors sold 3,107 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $261K.
Pinnacle Financial Partners Inc made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1820 holding.
Cetera Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and has held it in 5 quarters since.
Cetera Advisors's Pinnacle Financial Partners Inc position peaked at $638K in Q4 2023.
408 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.