Simplex Trading’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Simplex Trading’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 Q4	–	Sell	-4,597	Closed	-$333K	–	9582
2023 Q3	$308K	Buy	+4,597	New	+$310K	﹤0.01%	3917
2023 Q1	–	Sell	-138	Closed	-$9.68K	–	9879
2022 Q4	$10K	Sell	138 -762	-85%	-$61.2K	﹤0.01%	7562
2022 Q3	$72K	Buy	+900	New	+$71.9K	﹤0.01%	5958
2020 Q4	–	Sell	-5,067	Closed	-$261K	–	8900
2020 Q3	$180K	Buy	+5,067	New	+$202K	﹤0.01%	4245
2018 Q4	–	Sell	-1,588	Closed	-$84.2K	–	7630
2018 Q3	$95K	Buy	+1,588	New	+$101K	﹤0.01%	4487
2018 Q2	–	Sell	-98	Closed	-$6.37K	–	7775
2018 Q1	$6K	Buy	+98	New	+$6.41K	﹤0.01%	4504
2017 Q2	–	Sell	-1,178	Closed	-$74.6K	–	6630
2017 Q1	$78K	Buy	+1,178	New	+$79.5K	﹤0.01%	1962

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Simplex Trading's PNFP Position: Q4 2023 in Review

Simplex Trading sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 4,597 shares — an estimated $333K sold.

Simplex Trading first reported a position in PNFP in Q1 2017 and held it in 7 quarters. The position peaked at $308K in Q3 2023. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

Simplex Trading reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
Simplex Trading sold 4,597 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $333K.
Simplex Trading first reported a position in Pinnacle Financial Partners Inc in Q1 2017 and held it in 7 quarters.
Simplex Trading's Pinnacle Financial Partners Inc position peaked at $308K in Q3 2023.
418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.