Palisades Hudson Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Palisades Hudson Asset 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
2023 Q1	–	Sell	-3,815	Closed	-$280K	–	102
2022 Q4	$280K	Buy	3,815 +10	+0.3%	+$803	0.15%	80
2022 Q3	$309K	Buy	3,805 +10	+0.3%	+$799	0.19%	68
2022 Q2	$274K	Buy	3,795 +10	+0.3%	+$789	0.15%	75
2022 Q1	$348K	Buy	3,785 +9	+0.2%	+$889	0.16%	75
2021 Q4	$361K	Buy	3,776 +7	+0.2%	+$685	0.15%	75
2021 Q3	$355K	Buy	3,769 +7	+0.2%	+$644	0.16%	73
2021 Q2	$332K	Buy	3,762 +7	+0.2%	+$626	0.15%	75
2021 Q1	$333K	Hold	3,755	–	–	0.16%	74
2020 Q4	$242K	Buy	+3,755	New	+$194K	0.13%	91
2020 Q1	–	Sell	-3,755	Closed	-$240K	–	102
2019 Q4	$240K	Hold	3,755	–	–	0.15%	90
2019 Q3	$213K	Hold	3,755	–	–	0.15%	92
2019 Q2	$216K	Hold	3,755	–	–	0.15%	92
2019 Q1	$205K	Buy	+3,755	New	+$207K	0.13%	98

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $167B AUM 44.17% 1-Year Est. Return

Palisades Hudson Asset Management's PNFP Position: Q1 2023 in Review

Palisades Hudson Asset Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2023, closing a stake of 3,815 shares — an estimated $280K sold.

Palisades Hudson Asset Management first reported a position in PNFP in Q1 2019 and held it in 13 quarters. The position peaked at $361K in Q4 2021. 397 funds tracked by Wall St. Rank hold PNFP as of Q1 2023.

Palisades Hudson Asset Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2023 after selling out during the quarter.
Palisades Hudson Asset Management sold 3,815 Pinnacle Financial Partners Inc shares in Q1 2023, an estimated $280K.
Palisades Hudson Asset Management first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and held it in 13 quarters.
Palisades Hudson Asset Management's Pinnacle Financial Partners Inc position peaked at $361K in Q4 2021.
397 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2023.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2023, filed 26 Apr 2023.