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FDx Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

FDx Advisors’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
Q1 		– Sell
-2,531
Closed -$221K – 566
2023
Q4 		$221K Buy
+2,531
New +$183K 0.02% 626
2018
Q2 		– Sell
-6,100
Closed -$392K – 1039
2018
Q1 		$392K Buy
6,100
+467
+8% +$30.5K 0.01% 869
2017
Q4 		$373K Sell
5,633
-2,934
-34% -$195K 0.01% 923
2017
Q3 		$574K Sell
8,567
-1,097
-11% -$69.1K 0.02% 744
2017
Q2 		$607K Buy
9,664
+48
+0.5% +$3.04K 0.02% 705
2017
Q1 		$639K Sell
9,616
-834
-8% -$56.3K 0.02% 692
2016
Q4 		$724K Sell
10,450
-356
-3% -$21.5K 0.02% 627
2016
Q3 		$584K Buy
10,806
+1,131
+12% +$61K 0.02% 568
2016
Q2 		$473K Sell
9,675
-354
-4% -$17.3K 0.02% 616
2016
Q1 		$492K Buy
10,029
+162
+2% +$7.73K 0.02% 580
2015
Q4 		$507K Buy
9,867
+519
+6% +$27.5K 0.02% 555
2015
Q3 		$462K Sell
9,348
-1,199
-11% -$60.7K 0.04% 475
2015
Q2 		$573K Sell
10,547
-1,953
-16% -$96.7K 0.03% 528
2015
Q1 		$555K Sell
12,500
-1,610
-11% -$64.7K 0.01% 895
2014
Q4 		$558K Buy
14,110
+2,376
+20% +$89.3K 0.03% 505
2014
Q3 		$424K Buy
11,734
+1,032
+10% +$37.9K 0.03% 650
2014
Q2 		$423K Buy
+10,702
New +$384K 0.03% 642

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FDx Advisors's PNFP Position: Q1 2024 in Review

FDx Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2024, closing a stake of 2,531 shares — an estimated $221K sold.

FDx Advisors first reported a position in PNFP in Q2 2014 and held it in 17 quarters. The position peaked at $724K in Q4 2016. 408 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

  • FDx Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 2,531 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $221K.
  • FDx Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2014 and held it in 17 quarters.
  • FDx Advisors's Pinnacle Financial Partners Inc position peaked at $724K in Q4 2016.
  • 408 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.