Red Door Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Red Door 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
2024 Q1	–	Sell	-3,189	Closed	-$278K	–	208
2023 Q4	$278K	Hold	3,189	–	–	0.06%	159
2023 Q3	$214K	Buy	+3,189	New	+$215K	0.05%	167
2021 Q3	–	Sell	-639	Closed	-$56K	–	479
2021 Q2	$56K	Buy	+639	New	+$57.1K	0.02%	250
2020 Q3	–	Sell	-720	Closed	-$30K	–	327
2020 Q2	$30K	Hold	720	–	–	0.02%	219
2020 Q1	$27K	Buy	+720	New	+$39K	0.03%	208

Other funds holding PNFP

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Red Door Wealth Management's PNFP Position: Q1 2024 in Review

Red Door Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2024, closing a stake of 3,189 shares — an estimated $278K sold.

Red Door Wealth Management first reported a position in PNFP in Q1 2020 and held it in 5 quarters. The position peaked at $278K in Q4 2023. 408 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

Red Door Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2024 after selling out during the quarter.
Red Door Wealth Management sold 3,189 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $278K.
Red Door Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2020 and held it in 5 quarters.
Red Door Wealth Management's Pinnacle Financial Partners Inc position peaked at $278K in Q4 2023.
408 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on Red Door Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.