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MBM Wealth Consultants’s Pinnacle Financial Partners Inc PNFP Stock Holding History

MBM Wealth Consultants’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
2023
Q1 		– Sell
-28
Closed -$2K – 326
2022
Q4 		$2K Buy
+28
New +$2.25K ﹤0.01% 312

Other funds holding PNFP

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

MBM Wealth Consultants's PNFP Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2023, closing a stake of 28 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in PNFP in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 397 funds tracked by Wall St. Rank hold PNFP as of Q1 2023.

  • MBM Wealth Consultants reported no remaining Pinnacle Financial Partners Inc position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 28 Pinnacle Financial Partners Inc shares in Q1 2023, an estimated $2K.
  • MBM Wealth Consultants first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and held it in 1 quarter.
  • MBM Wealth Consultants's Pinnacle Financial Partners Inc position peaked at $2K in Q4 2022.
  • 397 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.