InterOcean Capital Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

InterOcean Capital Group’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	$289K	Sell	3,366 -965	-22%	-$81.1K	0.01%	394
2023 Q4	$378K	Buy	+4,331	New	+$314K	0.01%	340
2023 Q1	–	Sell	-7,130	Closed	-$523K	–	446
2022 Q4	$523K	Hold	7,130	–	–	0.02%	253
2022 Q3	$578K	Hold	7,130	–	–	0.02%	216
2022 Q2	$516K	Buy	7,130 +4,400	+161%	+$347K	0.02%	234
2022 Q1	$251K	Hold	2,730	–	–	0.01%	234
2021 Q4	$261K	Sell	2,730 -1,050	-28%	-$103K	0.01%	222
2021 Q3	$356K	Hold	3,780	–	–	0.02%	189
2021 Q2	$334K	Hold	3,780	–	–	0.02%	199
2021 Q1	$335K	Hold	3,780	–	–	0.02%	178
2020 Q4	$243K	Buy	+3,780	New	+$195K	0.02%	196

Other funds holding PNFP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

InterOcean Capital Group's PNFP Position: Q1 2024 in Review

InterOcean Capital Group reduced its Pinnacle Financial Partners Inc (PNFP) stake by 22% in Q1 2024, selling an estimated $81.1K and leaving 3,366 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #394.

InterOcean Capital Group first reported a position in PNFP in Q4 2020 and has held it in 11 quarters since. The position peaked at $578K in Q3 2022. 409 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

InterOcean Capital Group held 3,366 shares of Pinnacle Financial Partners Inc worth $289K as of Q1 2024.
InterOcean Capital Group sold 965 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $81.1K.
Pinnacle Financial Partners Inc made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #394 holding.
InterOcean Capital Group first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 11 quarters since.
InterOcean Capital Group's Pinnacle Financial Partners Inc position peaked at $578K in Q3 2022.
409 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.