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Ropes Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-344
Closed -$22K – 639
2020
Q4 		$22K Sell
344
-336
-49% -$17.3K ﹤0.01% 473
2020
Q3 		$24K Hold
680
– – ﹤0.01% 414
2020
Q2 		$29K Hold
680
– – 0.01% 362
2020
Q1 		$26K Hold
680
– – 0.01% 344
2019
Q4 		$44K Sell
680
-708
-51% -$42.7K 0.01% 344
2019
Q3 		$79K Sell
1,388
-100
-7% -$5.59K 0.02% 296
2019
Q2 		$86K Hold
1,488
– – 0.02% 289
2019
Q1 		$81K Hold
1,488
– – 0.02% 286
2018
Q4 		$69K Sell
1,488
-57
-4% -$3.02K 0.02% 285
2018
Q3 		$93K Sell
1,545
-315
-17% -$19.9K 0.02% 283
2018
Q2 		$114K Sell
1,860
-230
-11% -$14.9K 0.03% 274
2018
Q1 		$134K Sell
2,090
-92
-4% -$6.01K 0.04% 244
2017
Q4 		$145K Sell
2,182
-92
-4% -$6.12K 0.04% 237
2017
Q3 		$152K Sell
2,274
-66
-3% -$4.16K 0.04% 236
2017
Q2 		$147K Hold
2,340
– – 0.04% 236
2017
Q1 		$155K Sell
2,340
-514
-18% -$34.7K 0.04% 235
2016
Q4 		$198K Buy
2,854
+2,074
+266% +$125K 0.06% 202
2016
Q3 		$42K Buy
+780
New +$42.1K 0.01% 294

Other funds holding PNFP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ropes Wealth Advisors's PNFP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2021, closing a stake of 344 shares — an estimated $22K sold.

Ropes Wealth Advisors first reported a position in PNFP in Q3 2016 and held it in 18 quarters. The position peaked at $198K in Q4 2016. 361 funds tracked by Wall St. Rank hold PNFP as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 344 Pinnacle Financial Partners Inc shares in Q1 2021, an estimated $22K.
  • Ropes Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2016 and held it in 18 quarters.
  • Ropes Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $198K in Q4 2016.
  • 361 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.