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Milestone Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-36
Closed -$2.41K – 358
2023
Q3 		$2.41K Buy
+36
New +$2.43K ﹤0.01% 361
2023
Q2 		– Sell
-36
Closed -$1.99K – 355
2023
Q1 		$1.99K Buy
+36
New +$2.53K ﹤0.01% 388

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Milestone Investment Advisors's PNFP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 36 shares — an estimated $2.41K sold.

Milestone Investment Advisors first reported a position in PNFP in Q1 2023 and held it in 2 quarters. The position peaked at $2.41K in Q3 2023. 419 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 36 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $2.41K.
  • Milestone Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Pinnacle Financial Partners Inc position peaked at $2.41K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.