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Triad Financial Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Triad Financial 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
Q1 		– Sell
-2,742
Closed -$201K – 111
2022
Q4 		$201K Hold
2,742
– – 0.09% 110
2022
Q3 		$222K Buy
+2,742
New +$219K 0.12% 95
2022
Q2 		– Sell
-3,022
Closed -$278K – 113
2022
Q1 		$278K Hold
3,022
– – 0.15% 82
2021
Q4 		$289K Buy
+3,022
New +$296K 0.17% 93

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Triad Financial Advisors's PNFP Position: Q1 2023 in Review

Triad Financial Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2023, closing a stake of 2,742 shares — an estimated $201K sold.

Triad Financial Advisors first reported a position in PNFP in Q4 2021 and held it in 4 quarters. The position peaked at $289K in Q4 2021. 397 funds tracked by Wall St. Rank hold PNFP as of Q1 2023.

  • Triad Financial Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 2,742 Pinnacle Financial Partners Inc shares in Q1 2023, an estimated $201K.
  • Triad Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and held it in 4 quarters.
  • Triad Financial Advisors's Pinnacle Financial Partners Inc position peaked at $289K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.