Steward Partners Investment Advisory’s Pinnacle Financial Partners 6.75% Series B Preferred Stock PNFPP Stock Holding History

Steward Partners Investment Advisory’s Portfolio PNFPP Stock Details PNFPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,250	Closed	-$124K	–	3285
2021 Q2	$124K	Buy	+4,250	New	+$120K	﹤0.01%	1961

Other funds holding PNFPP

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Steward Partners Investment Advisory's PNFPP Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Pinnacle Financial Partners 6.75% Series B Preferred Stock (PNFPP) in Q3 2021, closing a stake of 4,250 shares — an estimated $124K sold.

Steward Partners Investment Advisory first reported a position in PNFPP in Q2 2021 and held it in 1 quarter. The position peaked at $124K in Q2 2021. 1 fund tracked by Wall St. Rank holds PNFPP as of Q3 2021.

Steward Partners Investment Advisory reported no remaining Pinnacle Financial Partners 6.75% Series B Preferred Stock position as of Q3 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 4,250 Pinnacle Financial Partners 6.75% Series B Preferred Stock shares in Q3 2021, an estimated $124K.
Steward Partners Investment Advisory first reported a position in Pinnacle Financial Partners 6.75% Series B Preferred Stock in Q2 2021 and held it in 1 quarter.
Steward Partners Investment Advisory's Pinnacle Financial Partners 6.75% Series B Preferred Stock position peaked at $124K in Q2 2021.
1 fund tracked by Wall St. Rank held Pinnacle Financial Partners 6.75% Series B Preferred Stock as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.