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Prime Capital Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Prime Capital Investment Advisors’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
2024
Q3 		– Sell
-4,445
Closed -$356K – 958
2024
Q2 		$356K Sell
4,445
-10
-0.2% -$798 0.01% 673
2024
Q1 		$383K Sell
4,455
-267
-6% -$22.4K 0.01% 707
2023
Q4 		$412K Buy
4,722
+304
+7% +$22K 0.01% 629
2023
Q3 		$296K Hold
4,418
– – 0.01% 585
2023
Q2 		$250K Buy
4,418
+10
+0.2% +$527 ﹤0.01% 657
2023
Q1 		$243K Buy
4,408
+11
+0.3% +$772 0.01% 472
2022
Q4 		$323K Buy
4,397
+64
+1% +$5.14K 0.01% 410
2022
Q3 		$351K Hold
4,333
– – 0.02% 284
2022
Q2 		$313K Buy
4,333
+79
+2% +$6.23K 0.02% 289
2022
Q1 		$406K Hold
4,254
– – 0.02% 258
2021
Q4 		$406K Hold
4,254
– – 0.02% 258
2021
Q3 		$400K Sell
4,254
-8,000
-65% -$736K 0.03% 234
2021
Q2 		$1.08M Hold
12,254
– – 0.06% 179
2021
Q1 		$1.09M Buy
+12,254
New +$969K 0.08% 156
2020
Q1 		– Sell
-1,189
Closed -$76K – 590
2019
Q4 		$76K Hold
1,189
– – 0.01% 269
2019
Q3 		$67K Hold
1,189
– – 0.01% 278
2019
Q2 		$68K Buy
+1,189
New +$66.9K 0.01% 225

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prime Capital Investment Advisors's PNFP Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2024, closing a stake of 4,445 shares — an estimated $356K sold.

Prime Capital Investment Advisors first reported a position in PNFP in Q2 2019 and held it in 17 quarters. The position peaked at $1.09M in Q1 2021. 421 funds tracked by Wall St. Rank hold PNFP as of Q3 2024.

  • Prime Capital Investment Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q3 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 4,445 Pinnacle Financial Partners Inc shares in Q3 2024, an estimated $356K.
  • Prime Capital Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2019 and held it in 17 quarters.
  • Prime Capital Investment Advisors's Pinnacle Financial Partners Inc position peaked at $1.09M in Q1 2021.
  • 421 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.