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

Janiczek 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
2024
Q2 		$12K Hold
150
– – ﹤0.01% 635
2024
Q1 		$12.9K Hold
150
– – ﹤0.01% 637
2023
Q4 		$13.1K Hold
150
– – ﹤0.01% 623
2023
Q3 		$10.1K Hold
150
– – ﹤0.01% 637
2023
Q2 		$8.5K Buy
150
+136
+971% +$7.16K ﹤0.01% 591
2023
Q1 		$741 Buy
+14
New +$982 ﹤0.01% 879

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's PNFP Position: Q2 2024 in Review

Janiczek Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2024 at 150 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Janiczek Wealth Management first reported a position in PNFP in Q1 2023 and has held it in 6 quarters since. The position peaked at $13.1K in Q4 2023. 411 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • Janiczek Wealth Management held 150 shares of Pinnacle Financial Partners Inc worth $12K as of Q2 2024.
  • Janiczek Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q2 2024.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #635 holding.
  • Janiczek Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2023 and has held it in 6 quarters since.
  • Janiczek Wealth Management's Pinnacle Financial Partners Inc position peaked at $13.1K in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.