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Pinnacle Financial Partners (Tennessee)’s i3 Verticals IIIV Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,284
Closed -$890K – 566
2023
Q1 		$890K Hold
36,284
– – 0.02% 254
2022
Q4 		$883K Buy
+36,284
New +$819K 0.03% 253

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CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Millennium Management
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PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IIIV Position: Q2 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of i3 Verticals (IIIV) in Q2 2023, closing a stake of 36,284 shares — an estimated $890K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IIIV in Q4 2022 and held it in 2 quarters. The position peaked at $890K in Q1 2023. 135 funds tracked by Wall St. Rank hold IIIV as of Q2 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining i3 Verticals position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 36,284 i3 Verticals shares in Q2 2023, an estimated $890K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in i3 Verticals in Q4 2022 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s i3 Verticals position peaked at $890K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2023, filed 7 Aug 2023.