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Harvest Group Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-40
Closed -$3K – 522
2020
Q4 		$3K Hold
40
– – ﹤0.01% 309
2020
Q3 		$1K Hold
40
– – ﹤0.01% 496
2020
Q2 		$1K Sell
40
-3
-7% -$119 ﹤0.01% 404
2020
Q1 		$1K Buy
+43
New +$2.33K ﹤0.01% 413

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Harvest Group Wealth Management's PNFP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in PNFP in Q1 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 361 funds tracked by Wall St. Rank hold PNFP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 40 Pinnacle Financial Partners Inc shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Pinnacle Financial Partners Inc position peaked at $3K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.