LFAS
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Level Four Advisory Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Level Four Advisory Services’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 		– Sell
-9,694
Closed -$846K – 860
2024
Q1 		$846K Buy
9,694
+242
+3% +$20.3K 0.05% 340
2023
Q4 		$824K Buy
+9,452
New +$685K 0.05% 342

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

Level Four Advisory Services's PNFP Position: Q2 2024 in Review

Level Four Advisory Services sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2024, closing a stake of 9,694 shares — an estimated $846K sold.

Level Four Advisory Services first reported a position in PNFP in Q4 2023 and held it in 2 quarters. The position peaked at $846K in Q1 2024. 411 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • Level Four Advisory Services reported no remaining Pinnacle Financial Partners Inc position as of Q2 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 9,694 Pinnacle Financial Partners Inc shares in Q2 2024, an estimated $846K.
  • Level Four Advisory Services first reported a position in Pinnacle Financial Partners Inc in Q4 2023 and held it in 2 quarters.
  • Level Four Advisory Services's Pinnacle Financial Partners Inc position peaked at $846K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.