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Glassman Wealth Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-53
Closed -$4.62K – 1393
2023
Q4 		$4.62K Sell
53
-26
-33% -$1.88K ﹤0.01% 1106
2023
Q3 		$5.3K Buy
79
+71
+888% +$4.79K ﹤0.01% 1052
2023
Q2 		$453 Sell
8
-26
-76% -$1.37K ﹤0.01% 1658
2023
Q1 		$1.88K Buy
34
+28
+467% +$1.97K ﹤0.01% 1267
2022
Q4 		$440 Buy
6
+4
+200% +$321 ﹤0.01% 1653
2022
Q3 		$0 Sell
2
-16
-89% -$1.28K ﹤0.01% 1908
2022
Q2 		$1K Hold
18
– – ﹤0.01% 1494
2022
Q1 		$2K Hold
18
– – ﹤0.01% 1255
2021
Q4 		$2K Hold
18
– – ﹤0.01% 1231
2021
Q3 		$2K Buy
18
+16
+800% +$1.47K ﹤0.01% 1203
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1597
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1582
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1485
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1464
2020
Q2 		$0 Sell
2
-7
-78% -$278 ﹤0.01% 1463
2020
Q1 		$0 Sell
9
-2
-18% -$108 ﹤0.01% 1461
2019
Q4 		$1K Hold
11
– – ﹤0.01% 1000
2019
Q3 		$1K Hold
11
– – ﹤0.01% 895
2019
Q2 		$1K Hold
11
– – ﹤0.01% 908
2019
Q1 		$1K Hold
11
– – ﹤0.01% 867
2018
Q4 		$1K Buy
+11
New +$583 ﹤0.01% 674

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Glassman Wealth Services's PNFP Position: Q1 2024 in Review

Glassman Wealth Services sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2024, closing a stake of 53 shares — an estimated $4.62K sold.

Glassman Wealth Services first reported a position in PNFP in Q4 2018 and held it in 21 quarters. The position peaked at $5.3K in Q3 2023. 408 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

  • Glassman Wealth Services reported no remaining Pinnacle Financial Partners Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 53 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $4.62K.
  • Glassman Wealth Services first reported a position in Pinnacle Financial Partners Inc in Q4 2018 and held it in 21 quarters.
  • Glassman Wealth Services's Pinnacle Financial Partners Inc position peaked at $5.3K in Q3 2023.
  • 408 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.