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TFO Wealth Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$258 – 585
2024
Q1 		$258 Hold
3
– – ﹤0.01% 431
2023
Q4 		$262 Hold
3
– – ﹤0.01% 558
2023
Q3 		$170 Hold
3
– – ﹤0.01% 879
2023
Q2 		$170 Hold
3
– – ﹤0.01% 552
2023
Q1 		$165 Sell
3
-4
-57% -$281 ﹤0.01% 532
2022
Q4 		$66 Buy
+7
New +$562 ﹤0.01% 834

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's PNFP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2024, closing a stake of 3 shares — an estimated $258 sold.

TFO Wealth Partners first reported a position in PNFP in Q4 2022 and held it in 6 quarters. The position peaked at $262 in Q4 2023. 411 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Pinnacle Financial Partners Inc position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Pinnacle Financial Partners Inc shares in Q2 2024, an estimated $258.
  • TFO Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Pinnacle Financial Partners Inc position peaked at $262 in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.