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Patriot Financial Group Insurance Agency’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q1 		– Sell
-15
Closed -$1K – 1694
2019
Q4 		$1K Buy
15
+3
+25% +$181 ﹤0.01% 1239
2019
Q3 		$1K Buy
12
+1
+9% +$56 ﹤0.01% 1218
2019
Q2 		$1K Hold
11
– – ﹤0.01% 1305
2019
Q1 		$1K Buy
+11
New +$608 ﹤0.01% 1153

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PNFP Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in PNFP in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 293 funds tracked by Wall St. Rank hold PNFP as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Pinnacle Financial Partners Inc position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15 Pinnacle Financial Partners Inc shares in Q1 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Pinnacle Financial Partners Inc position peaked at $1K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.