Pinnacle Financial Partners (Tennessee)’s Block Inc XYZ Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10	Closed	-$1K	–	600
2022 Q3	$1K	Buy	+10	New	+$708	﹤0.01%	537
2019 Q3	–	Sell	-5,217	Closed	-$378K	–	361
2019 Q2	$378K	Sell	5,217 -304	-6%	-$21.2K	0.03%	263
2019 Q1	$413K	Sell	5,521 -464	-8%	-$33.6K	0.03%	252
2018 Q4	$336K	Sell	5,985 -40	-0.7%	-$2.83K	0.03%	254
2018 Q3	$597K	Sell	6,025 -212	-3%	-$16.4K	0.05%	223
2018 Q2	$384K	Buy	+6,237	New	+$343K	0.04%	243

Other funds holding XYZ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s XYZ Position: Q4 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in XYZ in Q2 2018 and held it in 6 quarters. The position peaked at $597K in Q3 2018. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

Pinnacle Financial Partners (Tennessee) reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 10 Block Inc shares in Q4 2022, an estimated $1K.
Pinnacle Financial Partners (Tennessee) first reported a position in Block Inc in Q2 2018 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s Block Inc position peaked at $597K in Q3 2018.
1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2022, filed 3 Feb 2023.