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Diversify Advisory Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Diversify Advisory Services’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
2024
Q2 		– Sell
-3,944
Closed -$330K – 703
2024
Q1 		$330K Buy
+3,944
New +$331K 0.02% 514

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Advisory Services's PNFP Position: Q2 2024 in Review

Diversify Advisory Services sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2024, closing a stake of 3,944 shares — an estimated $330K sold.

Diversify Advisory Services first reported a position in PNFP in Q1 2024 and held it in 1 quarter. The position peaked at $330K in Q1 2024. 411 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • Diversify Advisory Services reported no remaining Pinnacle Financial Partners Inc position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 3,944 Pinnacle Financial Partners Inc shares in Q2 2024, an estimated $330K.
  • Diversify Advisory Services first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Pinnacle Financial Partners Inc position peaked at $330K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.