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Surevest’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Surevest’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
2022
Q3 		$4K Hold
50
– – ﹤0.01% 344
2022
Q2 		$4K Hold
50
– – ﹤0.01% 359
2022
Q1 		$5K Hold
50
– – ﹤0.01% 323
2021
Q4 		$5K Buy
+50
New +$4.89K ﹤0.01% 327

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's PNFP Position: Q3 2022 in Review

Surevest held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2022 at 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Surevest first reported a position in PNFP in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 393 funds tracked by Wall St. Rank hold PNFP as of Q3 2022.

  • Surevest held 50 shares of Pinnacle Financial Partners Inc worth $4K as of Q3 2022.
  • Surevest left its Pinnacle Financial Partners Inc share count unchanged in Q3 2022.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #344 holding.
  • Surevest first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Pinnacle Financial Partners Inc position peaked at $5K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.