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Simplicity Solutions’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Simplicity Solutions’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 		$498K Buy
5,712
+815
+17% +$59.1K 0.01% 665
2023
Q3 		$328K Buy
4,897
+30
+0.6% +$2.02K 0.01% 735
2023
Q2 		$276K Sell
4,867
-414
-8% -$21.8K 0.01% 858
2023
Q1 		$291K Buy
5,281
+573
+12% +$40.2K 0.01% 861
2022
Q4 		$346K Sell
4,708
-15
-0.3% -$1.2K 0.05% 438
2022
Q3 		$383K Buy
4,723
+524
+12% +$41.9K 0.06% 381
2022
Q2 		$304K Sell
4,199
-770
-15% -$60.8K 0.04% 437
2022
Q1 		$458K Buy
+4,969
New +$491K 0.06% 321
2021
Q4 		– Sell
-3,671
Closed -$345K – 573
2021
Q3 		$345K Buy
3,671
+286
+8% +$26.3K 0.05% 372
2021
Q2 		$299K Sell
3,385
-191
-5% -$17.1K 0.06% 383
2021
Q1 		$317K Sell
3,576
-832
-19% -$65.8K 0.07% 315
2020
Q4 		$284K Buy
+4,408
New +$227K ﹤0.01% 791
2020
Q1 		– Sell
-5,103
Closed -$327K – 864
2019
Q4 		$327K Buy
5,103
+74
+1% +$4.47K 0.01% 650
2019
Q3 		$285K Sell
5,029
-2,051
-29% -$115K 0.01% 566
2019
Q2 		$407K Buy
+7,080
New +$399K 0.02% 414
2018
Q4 		– Sell
-6,214
Closed -$374K – 749
2018
Q3 		$374K Buy
6,214
+254
+4% +$16.1K 0.02% 326
2018
Q2 		$366K Buy
+5,960
New +$387K 0.03% 303
2016
Q1 		– Sell
-16,321
Closed -$838K – 430
2015
Q4 		$838K Buy
+16,321
New +$865K 0.1% 298

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Simplicity Solutions's PNFP Position: Q4 2023 in Review

Simplicity Solutions increased its Pinnacle Financial Partners Inc (PNFP) stake by 17% in Q4 2023, buying an estimated $59.1K and bringing the position to 5,712 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #665.

Simplicity Solutions first reported a position in PNFP in Q4 2015 and has held it in 18 quarters since. The position peaked at $838K in Q4 2015. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • Simplicity Solutions held 5,712 shares of Pinnacle Financial Partners Inc worth $498K as of Q4 2023.
  • Simplicity Solutions bought 815 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $59.1K.
  • Pinnacle Financial Partners Inc made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #665 holding.
  • Simplicity Solutions first reported a position in Pinnacle Financial Partners Inc in Q4 2015 and has held it in 18 quarters since.
  • Simplicity Solutions's Pinnacle Financial Partners Inc position peaked at $838K in Q4 2015.
  • 418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.