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Coppell Advisory Solutions’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Coppell Advisory Solutions’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 		$6.98K Sell
80
-520
-87% -$37.7K ﹤0.01% 1029
2023
Q3 		$44K Buy
600
+385
+179% +$26K 0.02% 360
2023
Q2 		$12.3K Buy
+215
New +$11.3K ﹤0.01% 645
2023
Q1 		– Sell
-600
Closed -$44K – 831
2022
Q4 		$44K Buy
+600
New +$48.2K 0.01% 362

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

Coppell Advisory Solutions's PNFP Position: Q4 2023 in Review

Coppell Advisory Solutions reduced its Pinnacle Financial Partners Inc (PNFP) stake by 87% in Q4 2023, selling an estimated $37.7K and leaving 80 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Coppell Advisory Solutions first reported a position in PNFP in Q4 2022 and has held it in 4 quarters since. The position peaked at $44K in Q3 2023. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Coppell Advisory Solutions held 80 shares of Pinnacle Financial Partners Inc worth $6.98K as of Q4 2023.
  • Coppell Advisory Solutions sold 520 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $37.7K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1029 holding.
  • Coppell Advisory Solutions first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and has held it in 4 quarters since.
  • Coppell Advisory Solutions's Pinnacle Financial Partners Inc position peaked at $44K in Q3 2023.
  • 418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.