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Ergoteles’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Ergoteles’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
-14,506
Closed -$822K – 635
2023
Q2 		$822K Buy
+14,506
New +$764K 0.04% 515
2022
Q3 		– Sell
-11,439
Closed -$827K – 1883
2022
Q2 		$827K Buy
11,439
+8,947
+359% +$706K 0.02% 627
2022
Q1 		$229K Buy
+2,492
New +$246K 0.01% 933
2021
Q4 		– Sell
-22,357
Closed -$2.1M – 1521
2021
Q3 		$2.1M Buy
+22,357
New +$2.06M 0.08% 257

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

Ergoteles's PNFP Position: Q3 2023 in Review

Ergoteles sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2023, closing a stake of 14,506 shares — an estimated $822K sold.

Ergoteles first reported a position in PNFP in Q3 2021 and held it in 4 quarters. The position peaked at $2.1M in Q3 2021. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • Ergoteles reported no remaining Pinnacle Financial Partners Inc position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 14,506 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $822K.
  • Ergoteles first reported a position in Pinnacle Financial Partners Inc in Q3 2021 and held it in 4 quarters.
  • Ergoteles's Pinnacle Financial Partners Inc position peaked at $2.1M in Q3 2021.
  • 391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

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