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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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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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. 398 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.
  • 398 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.