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Squar Milner Financial Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-47
Closed -$1K – 565
2020
Q1 		$1K Hold
47
– – ﹤0.01% 730
2019
Q4 		$3K Buy
+47
New +$2.84K ﹤0.01% 701
2019
Q3 		– Sell
-47
Closed -$3K – 572
2019
Q2 		$3K Sell
47
-29
-38% -$1.63K ﹤0.01% 678
2019
Q1 		$4K Buy
76
+14
+23% +$773 ﹤0.01% 699
2018
Q4 		$3K Hold
62
– – ﹤0.01% 660
2018
Q3 		$4K Hold
62
– – ﹤0.01% 655
2018
Q2 		$4K Buy
+62
New +$4.03K ﹤0.01% 747

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squar Milner Financial Services's PNFP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2020, closing a stake of 47 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in PNFP in Q2 2018 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 282 funds tracked by Wall St. Rank hold PNFP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Pinnacle Financial Partners Inc position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 47 Pinnacle Financial Partners Inc shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Pinnacle Financial Partners Inc in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Pinnacle Financial Partners Inc position peaked at $4K in Q1 2019.
  • 282 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.