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

Crewe 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
2023
Q4 		– Sell
-4
Closed -$269 – 625
2023
Q3 		$269 Buy
4
+2
+100% +$135 ﹤0.01% 428
2023
Q2 		$114 Buy
+2
New +$105 ﹤0.01% 856

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

Crewe Advisors's PNFP Position: Q4 2023 in Review

Crewe Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 4 shares — an estimated $269 sold.

Crewe Advisors first reported a position in PNFP in Q2 2023 and held it in 2 quarters. The position peaked at $269 in Q3 2023. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Crewe Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 4 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $269.
  • Crewe Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2023 and held it in 2 quarters.
  • Crewe Advisors's Pinnacle Financial Partners Inc position peaked at $269 in Q3 2023.
  • 418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.