Sutton Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Sutton Wealth Advisors’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 Q3	$2.08K	Hold	31	–	–	﹤0.01%	716
2023 Q2	$1.76K	Buy	+31	New	+$1.63K	﹤0.01%	716
2023 Q1	–	Sell	-11	Closed	-$807	–	1366
2022 Q4	$807	Hold	11	–	–	﹤0.01%	1389
2022 Q3	$892	Buy	11 +9	+450%	+$719	﹤0.01%	1324
2022 Q2	$145	Sell	2 -6	-75%	-$473	﹤0.01%	1595
2022 Q1	$737	Hold	8	–	–	﹤0.01%	1416
2021 Q4	$764	Buy	+8	New	+$782	﹤0.01%	1403
2017 Q3	–	Sell	-508	Closed	-$31.9K	–	1099
2017 Q2	$31.9K	Hold	508	–	–	0.03%	375
2017 Q1	$33.8K	Hold	508	–	–	0.03%	346
2016 Q4	$35.2K	Hold	508	–	–	0.03%	331
2016 Q3	$27.5K	Hold	508	–	–	0.03%	383
2016 Q2	$24.8K	Hold	508	–	–	0.02%	390
2016 Q1	$24.9K	Buy	+508	New	+$24.2K	0.02%	382

Other funds holding PNFP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sutton Wealth Advisors's PNFP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2023 at 31 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Sutton Wealth Advisors first reported a position in PNFP in Q1 2016 and has held it in 13 quarters since. The position peaked at $35.2K in Q4 2016. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

Sutton Wealth Advisors held 31 shares of Pinnacle Financial Partners Inc worth $2.08K as of Q3 2023.
Sutton Wealth Advisors left its Pinnacle Financial Partners Inc share count unchanged in Q3 2023.
Pinnacle Financial Partners Inc made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #716 holding.
Sutton Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2016 and has held it in 13 quarters since.
Sutton Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $35.2K in Q4 2016.
391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.