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

Lenox 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
2020
Q2 		– Sell
-66
Closed -$2K – 746
2020
Q1 		$2K Buy
+66
New +$3.58K ﹤0.01% 608
2019
Q2 		– Sell
-71
Closed -$4K – 538
2019
Q1 		$4K Buy
+71
New +$3.92K ﹤0.01% 408
2018
Q2 		– Sell
-16
Closed -$1K – 620
2018
Q1 		$1K Buy
+16
New +$1.05K ﹤0.01% 521
2017
Q4 		– Sell
-29
Closed -$2K – 444
2017
Q3 		$2K Buy
+29
New +$1.83K ﹤0.01% 164

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's PNFP Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2020, closing a stake of 66 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PNFP in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 282 funds tracked by Wall St. Rank hold PNFP as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 66 Pinnacle Financial Partners Inc shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2017 and held it in 4 quarters.
  • Lenox Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $4K in Q1 2019.
  • 282 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.