Simplex Trading
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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
2026
Q1 		$34.5K Buy
+400
New +$37.2K ﹤0.01% 6247
2025
Q1 		– Sell
-100
Closed -$11K – 9395
2024
Q4 		$11K Hold
100
– – ﹤0.01% 7140
2024
Q3 		$9K Buy
+100
New +$9.2K ﹤0.01% 7268
2023
Q4 		– Sell
-15,000
Closed -$1M – 9583
2023
Q3 		$1M Buy
15,000
+2,000
+15% +$135K ﹤0.01% 2651
2023
Q2 		$736K Buy
13,000
+12,900
+12,900% +$679K ﹤0.01% 2903
2023
Q1 		$5K Buy
+100
New +$7.02K ﹤0.01% 8064
2022
Q2 		– Sell
-300
Closed -$27K – 10837
2022
Q1 		$27K Buy
+300
New +$29.6K ﹤0.01% 7901
2021
Q2 		– Sell
-21
Closed -$186K – 10559
2021
Q1 		$186K Buy
+21
New +$1.66K ﹤0.01% 4850
2020
Q4 		– Sell
-91
Closed -$323K – 8901
2020
Q3 		$323K Buy
+91
New +$3.62K ﹤0.01% 3524
2020
Q1 		– Sell
-9
Closed -$57K – 8110
2019
Q4 		$57K Buy
+9
New +$543 ﹤0.01% 5074
2019
Q3 		– Sell
-15
Closed -$86K – 7739
2019
Q2 		$86K Sell
15
-2
-12% -$113 ﹤0.01% 4344
2019
Q1 		$92K Sell
17
-10
-37% -$552 ﹤0.01% 4427
2018
Q4 		$124K Buy
27
+17
+170% +$902 ﹤0.01% 3638
2018
Q3 		$60K Sell
10
-8
-44% -$507 ﹤0.01% 4990
2018
Q2 		$110K Buy
+18
New +$1.17K ﹤0.01% 4184
2017
Q2 		– Sell
-14
Closed -$2K – 6631
2017
Q1 		$2K Hold
14
– – ﹤0.01% 5317
2016
Q4 		$4K Buy
+14
New +$846 ﹤0.01% 4568

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
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.