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One Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

One Wealth 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
Q1 		– Sell
-552
Closed -$40.5K – 490
2022
Q4 		$40.5K Buy
+552
New +$44.3K 0.01% 448
2019
Q2 		– Sell
-1,206
Closed -$66K – 385
2019
Q1 		$66K Buy
+1,206
New +$66.6K 0.05% 215
2018
Q4 		– Sell
-1,225
Closed -$74K – 379
2018
Q3 		$74K Hold
1,225
– – 0.06% 227
2018
Q2 		$75K Hold
1,225
– – 0.06% 220
2018
Q1 		$79K Sell
1,225
-70
-5% -$4.58K 0.07% 201
2017
Q4 		$86K Buy
+1,295
New +$86.1K 0.07% 217

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 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

One Wealth Advisors's PNFP Position: Q1 2023 in Review

One Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2023, closing a stake of 552 shares — an estimated $40.5K sold.

One Wealth Advisors first reported a position in PNFP in Q4 2017 and held it in 6 quarters. The position peaked at $86K in Q4 2017. 397 funds tracked by Wall St. Rank hold PNFP as of Q1 2023.

  • One Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 552 Pinnacle Financial Partners Inc shares in Q1 2023, an estimated $40.5K.
  • One Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and held it in 6 quarters.
  • One Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $86K in Q4 2017.
  • 397 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.