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Lloyd Advisory Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Lloyd 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
2022
Q2 		– Sell
-120
Closed -$11K – 425
2022
Q1 		$11K Buy
+120
New +$11.9K 0.01% 392

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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
WA
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MIP
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Manulife (Manufacturers Life Insurance)
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Lloyd Advisory Services's PNFP Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2022, closing a stake of 120 shares — an estimated $11K sold.

Lloyd Advisory Services first reported a position in PNFP in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 406 funds tracked by Wall St. Rank hold PNFP as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Pinnacle Financial Partners Inc position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 120 Pinnacle Financial Partners Inc shares in Q2 2022, an estimated $11K.
  • Lloyd Advisory Services first reported a position in Pinnacle Financial Partners Inc in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Pinnacle Financial Partners Inc position peaked at $11K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.