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McKinley Carter Wealth Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

McKinley Carter Wealth 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
-2,188
Closed -$201K – 300
2022
Q1 		$201K Hold
2,188
– – 0.02% 286
2021
Q4 		$209K Hold
2,188
– – 0.02% 283
2021
Q3 		$206K Buy
+2,188
New +$201K 0.02% 278

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

McKinley Carter Wealth Services's PNFP Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2022, closing a stake of 2,188 shares — an estimated $201K sold.

McKinley Carter Wealth Services first reported a position in PNFP in Q3 2021 and held it in 3 quarters. The position peaked at $209K in Q4 2021. 406 funds tracked by Wall St. Rank hold PNFP as of Q2 2022.

  • McKinley Carter Wealth Services reported no remaining Pinnacle Financial Partners Inc position as of Q2 2022 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,188 Pinnacle Financial Partners Inc shares in Q2 2022, an estimated $201K.
  • McKinley Carter Wealth Services first reported a position in Pinnacle Financial Partners Inc in Q3 2021 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Pinnacle Financial Partners Inc position peaked at $209K in Q4 2021.
  • 406 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.