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CSat Investment Advisory’s Pinnacle Financial Partners Inc PNFP Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-257
Closed -$9K – 841
2020
Q3 		$9K Buy
257
+27
+12% +$1.07K ﹤0.01% 1057
2020
Q2 		$10K Sell
230
-204
-47% -$8.09K ﹤0.01% 1043
2020
Q1 		$16K Buy
434
+75
+21% +$4.06K ﹤0.01% 777
2019
Q4 		$23K Buy
359
+44
+14% +$2.65K 0.01% 750
2019
Q3 		$18K Buy
315
+44
+16% +$2.46K 0.01% 738
2019
Q2 		$16K Buy
+271
New +$15.3K 0.01% 737

Other funds holding PNFP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CSat Investment Advisory's PNFP Position: Q4 2020 in Review

CSat Investment Advisory sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2020, closing a stake of 257 shares — an estimated $9K sold.

CSat Investment Advisory first reported a position in PNFP in Q2 2019 and held it in 6 quarters. The position peaked at $23K in Q4 2019. 324 funds tracked by Wall St. Rank hold PNFP as of Q4 2020.

  • CSat Investment Advisory reported no remaining Pinnacle Financial Partners Inc position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 257 Pinnacle Financial Partners Inc shares in Q4 2020, an estimated $9K.
  • CSat Investment Advisory first reported a position in Pinnacle Financial Partners Inc in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Pinnacle Financial Partners Inc position peaked at $23K in Q4 2019.
  • 324 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.