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Modera Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Modera Wealth Management’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
Q4 		– Sell
-4,100
Closed -$333K – 359
2022
Q3 		$333K Buy
+4,100
New +$328K 0.02% 231

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WA
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MIP
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Macquarie Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Modera Wealth Management's PNFP Position: Q4 2022 in Review

Modera Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2022, closing a stake of 4,100 shares — an estimated $333K sold.

Modera Wealth Management first reported a position in PNFP in Q3 2022 and held it in 1 quarter. The position peaked at $333K in Q3 2022. 420 funds tracked by Wall St. Rank hold PNFP as of Q4 2022.

  • Modera Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q4 2022 after selling out during the quarter.
  • Modera Wealth Management sold 4,100 Pinnacle Financial Partners Inc shares in Q4 2022, an estimated $333K.
  • Modera Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2022 and held it in 1 quarter.
  • Modera Wealth Management's Pinnacle Financial Partners Inc position peaked at $333K in Q3 2022.
  • 420 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2022.

Based on Modera Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.