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

TCI 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
Q2 		– Sell
-169
Closed -$9.32K – 1683
2023
Q1 		$9.32K Buy
169
+165
+4,125% +$11.6K ﹤0.01% 1136
2022
Q4 		$294 Sell
4
-2
-33% -$161 ﹤0.01% 2283
2022
Q3 		$0 Buy
+6
New +$479 ﹤0.01% 2514
2020
Q1 		– Sell
-70
Closed -$4K – 1695
2019
Q4 		$4K Buy
+70
New +$4.22K ﹤0.01% 938
2018
Q4 		– Sell
-9
Closed -$1K – 1599
2018
Q3 		$1K Sell
9
-22
-71% -$1.39K ﹤0.01% 1294
2018
Q2 		$2K Buy
+31
New +$2.01K ﹤0.01% 1118

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's PNFP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2023, closing a stake of 169 shares — an estimated $9.32K sold.

TCI Wealth Advisors first reported a position in PNFP in Q2 2018 and held it in 6 quarters. The position peaked at $9.32K in Q1 2023. 389 funds tracked by Wall St. Rank hold PNFP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 169 Pinnacle Financial Partners Inc shares in Q2 2023, an estimated $9.32K.
  • TCI Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2018 and held it in 6 quarters.
  • TCI Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $9.32K in Q1 2023.
  • 389 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.