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Institute for Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Institute for 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
2022
Q3 		– Sell
-4,900
Closed -$354K – 509
2022
Q2 		$354K Buy
+4,900
New +$387K 0.07% 352

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's PNFP Position: Q3 2022 in Review

Institute for Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2022, closing a stake of 4,900 shares — an estimated $354K sold.

Institute for Wealth Management first reported a position in PNFP in Q2 2022 and held it in 1 quarter. The position peaked at $354K in Q2 2022. 393 funds tracked by Wall St. Rank hold PNFP as of Q3 2022.

  • Institute for Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 4,900 Pinnacle Financial Partners Inc shares in Q3 2022, an estimated $354K.
  • Institute for Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Pinnacle Financial Partners Inc position peaked at $354K in Q2 2022.
  • 393 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.