Concord Wealth Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Concord Wealth Partners’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	-115	Closed	-$7.71K	–	967
2023 Q3	$7.71K	Hold	115	–	–	﹤0.01%	657
2023 Q2	$6.51K	Hold	115	–	–	﹤0.01%	664
2023 Q1	$6.34K	Hold	115	–	–	﹤0.01%	638
2022 Q4	$8.44K	Buy	+115	New	+$9.23K	﹤0.01%	657
2022 Q3	–	Sell	-230	Closed	-$17K	–	866
2022 Q2	$17K	Hold	230	–	–	﹤0.01%	576
2022 Q1	$21K	Hold	230	–	–	0.01%	624
2021 Q4	$22K	Sell	230 -30	-12%	-$2.93K	0.01%	625
2021 Q3	$24K	Hold	260	–	–	0.01%	352
2021 Q2	$23K	Hold	260	–	–	0.01%	476
2021 Q1	$23K	Sell	260 -1,404	-84%	-$111K	0.01%	457
2020 Q4	$107K	Buy	+1,664	New	+$85.8K	0.08%	128

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Concord Wealth Partners's PNFP Position: Q4 2023 in Review

Concord Wealth Partners sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 115 shares — an estimated $7.71K sold.

Concord Wealth Partners first reported a position in PNFP in Q4 2020 and held it in 11 quarters. The position peaked at $107K in Q4 2020. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

Concord Wealth Partners reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 115 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $7.71K.
Concord Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's Pinnacle Financial Partners Inc position peaked at $107K in Q4 2020.
418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.