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

Reston 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
Q4 		– Sell
-32
Closed -$3.13K – 332
2024
Q3 		$3.13K Buy
+32
New +$2.94K ﹤0.01% 337

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Reston Wealth Management's PNFP Position: Q4 2024 in Review

Reston Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2024, closing a stake of 32 shares — an estimated $3.13K sold.

Reston Wealth Management first reported a position in PNFP in Q3 2024 and held it in 1 quarter. The position peaked at $3.13K in Q3 2024. 464 funds tracked by Wall St. Rank hold PNFP as of Q4 2024.

  • Reston Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 32 Pinnacle Financial Partners Inc shares in Q4 2024, an estimated $3.13K.
  • Reston Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Pinnacle Financial Partners Inc position peaked at $3.13K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.