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Clearstead Trust’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Clearstead Trust’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
-177
Closed -$11.9K – 459
2023
Q3 		$11.9K Buy
+177
New +$11.9K ﹤0.01% 333

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Clearstead Trust's PNFP Position: Q4 2023 in Review

Clearstead Trust sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 177 shares — an estimated $11.9K sold.

Clearstead Trust first reported a position in PNFP in Q3 2023 and held it in 1 quarter. The position peaked at $11.9K in Q3 2023. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Clearstead Trust reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
  • Clearstead Trust sold 177 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $11.9K.
  • Clearstead Trust first reported a position in Pinnacle Financial Partners Inc in Q3 2023 and held it in 1 quarter.
  • Clearstead Trust's Pinnacle Financial Partners Inc position peaked at $11.9K in Q3 2023.
  • 418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Clearstead Trust's 13F filing for Q4 2023, filed 6 Feb 2024.