LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-70
Closed -$6K – 890
2021
Q2 		$6K Buy
+70
New +$6.26K ﹤0.01% 725

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PNFP Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2021, closing a stake of 70 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PNFP in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 366 funds tracked by Wall St. Rank hold PNFP as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 70 Pinnacle Financial Partners Inc shares in Q3 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Pinnacle Financial Partners Inc position peaked at $6K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.