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Ellevest Inc’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-118
Closed -$6.51K – 1286
2023
Q1 		$6.51K Buy
+118
New +$8.28K ﹤0.01% 1140
2020
Q1 		– Sell
-634
Closed -$41K – 1246
2019
Q4 		$41K Buy
+634
New +$38.3K 0.01% 237

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's PNFP Position: Q2 2023 in Review

Ellevest Inc sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2023, closing a stake of 118 shares — an estimated $6.51K sold.

Ellevest Inc first reported a position in PNFP in Q4 2019 and held it in 2 quarters. The position peaked at $41K in Q4 2019. 389 funds tracked by Wall St. Rank hold PNFP as of Q2 2023.

  • Ellevest Inc reported no remaining Pinnacle Financial Partners Inc position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 118 Pinnacle Financial Partners Inc shares in Q2 2023, an estimated $6.51K.
  • Ellevest Inc first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and held it in 2 quarters.
  • Ellevest Inc's Pinnacle Financial Partners Inc position peaked at $41K in Q4 2019.
  • 389 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.