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Safeguard Investment Advisory Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Safeguard Investment Advisory Group’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
-85
Closed -$5K – 534
2020
Q4 		$5K Buy
+85
New +$4.38K ﹤0.01% 536

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $116B AUM 26.37% 1-Year Est. Return

Safeguard Investment Advisory Group's PNFP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2021, closing a stake of 85 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in PNFP in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 361 funds tracked by Wall St. Rank hold PNFP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Pinnacle Financial Partners Inc position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 85 Pinnacle Financial Partners Inc shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Pinnacle Financial Partners Inc position peaked at $5K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.