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Financial Gravity Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Financial Gravity Asset Management’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
-57
Closed -$297 – 1630
2023
Q2 		$297 Buy
+57
New +$3K ﹤0.01% 1071
2023
Q1 		– Sell
-73
Closed -$399 – 1519
2022
Q4 		$399 Buy
+73
New +$5.86K ﹤0.01% 832

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

Financial Gravity Asset Management's PNFP Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2023, closing a stake of 57 shares — an estimated $297 sold.

Financial Gravity Asset Management first reported a position in PNFP in Q4 2022 and held it in 2 quarters. The position peaked at $399 in Q4 2022. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 57 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $297.
  • Financial Gravity Asset Management first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and held it in 2 quarters.
  • Financial Gravity Asset Management's Pinnacle Financial Partners Inc position peaked at $399 in Q4 2022.
  • 391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.