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Heritage Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Heritage Wealth 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
2023
Q4 		– Sell
-2,009
Closed -$135K – 584
2023
Q3 		$135K Sell
2,009
-652
-25% -$44K 0.01% 230
2023
Q2 		$151K Sell
2,661
-480
-15% -$25.3K 0.01% 226
2023
Q1 		$173K Hold
3,141
– – 0.01% 215
2022
Q4 		$231K Buy
+3,141
New +$252K 0.01% 195

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Heritage Wealth Advisors's PNFP Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 2,009 shares — an estimated $135K sold.

Heritage Wealth Advisors first reported a position in PNFP in Q4 2022 and held it in 4 quarters. The position peaked at $231K in Q4 2022. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,009 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $135K.
  • Heritage Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and held it in 4 quarters.
  • Heritage Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $231K in Q4 2022.
  • 418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.