PWM
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PRW Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-15,392
Closed -$1.36M – 240
2021
Q2 		$1.36M Buy
+15,392
New +$1.38M 0.4% 76

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PRW Wealth Management's PNFP Position: Q3 2021 in Review

PRW Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2021, closing a stake of 15,392 shares — an estimated $1.36M sold.

PRW Wealth Management first reported a position in PNFP in Q2 2021 and held it in 1 quarter. The position peaked at $1.36M in Q2 2021. 366 funds tracked by Wall St. Rank hold PNFP as of Q3 2021.

  • PRW Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 15,392 Pinnacle Financial Partners Inc shares in Q3 2021, an estimated $1.36M.
  • PRW Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Pinnacle Financial Partners Inc position peaked at $1.36M in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.