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Schubert & Co’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-29
Closed -$1.6K – 1125
2023
Q1 		$1.6K Sell
29
-7
-19% -$491 ﹤0.01% 1007
2022
Q4 		$2.64K Sell
36
-18
-33% -$1.45K ﹤0.01% 730
2022
Q3 		$4K Buy
54
+22
+69% +$1.76K ﹤0.01% 527
2022
Q2 		$2K Buy
32
+19
+146% +$1.5K ﹤0.01% 856
2022
Q1 		$1K Buy
13
+3
+30% +$296 ﹤0.01% 857
2021
Q4 		$1K Buy
+10
New +$978 ﹤0.01% 803

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schubert & Co's PNFP Position: Q2 2023 in Review

Schubert & Co sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2023, closing a stake of 29 shares — an estimated $1.6K sold.

Schubert & Co first reported a position in PNFP in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 389 funds tracked by Wall St. Rank hold PNFP as of Q2 2023.

  • Schubert & Co reported no remaining Pinnacle Financial Partners Inc position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 29 Pinnacle Financial Partners Inc shares in Q2 2023, an estimated $1.6K.
  • Schubert & Co first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Pinnacle Financial Partners Inc position peaked at $4K in Q3 2022.
  • 389 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.