PFPT
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Pinnacle Financial Partners (Tennessee)’s Independent Bank INDB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$356 – 537
2023
Q2 		$356 Hold
8
– – ﹤0.01% 557
2023
Q1 		$525 Hold
8
– – ﹤0.01% 550
2022
Q4 		$675 Buy
+8
New +$678 ﹤0.01% 536

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s INDB Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Independent Bank (INDB) in Q3 2023, closing a stake of 8 shares — an estimated $356 sold.

Pinnacle Financial Partners (Tennessee) first reported a position in INDB in Q4 2022 and held it in 3 quarters. The position peaked at $675 in Q4 2022. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Independent Bank position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 8 Independent Bank shares in Q3 2023, an estimated $356.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Independent Bank in Q4 2022 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Independent Bank position peaked at $675 in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.