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Disciplined Investments’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-14
Closed -$793 – 1173
2023
Q2 		$793 Buy
14
+8
+133% +$421 ﹤0.01% 1061
2023
Q1 		$331 Sell
6
-4
-40% -$281 ﹤0.01% 1358
2022
Q4 		$734 Sell
10
-8
-44% -$642 ﹤0.01% 1026
2022
Q3 		$1K Buy
18
+10
+125% +$799 ﹤0.01% 1037
2022
Q2 		$1K Sell
8
-6
-43% -$473 ﹤0.01% 1064
2022
Q1 		$1K Buy
+14
New +$1.38K ﹤0.01% 1127

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Disciplined Investments's PNFP Position: Q3 2023 in Review

Disciplined Investments sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2023, closing a stake of 14 shares — an estimated $793 sold.

Disciplined Investments first reported a position in PNFP in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • Disciplined Investments reported no remaining Pinnacle Financial Partners Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $793.
  • Disciplined Investments first reported a position in Pinnacle Financial Partners Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Pinnacle Financial Partners Inc position peaked at $1K in Q3 2022.
  • 391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.