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USA Financial Formulas’s Pinnacle Financial Partners Inc PNFP Stock Holding History

USA Financial Formulas’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
2021
Q3 		– Sell
-1,171
Closed -$103K – 462
2021
Q2 		$103K Buy
+1,171
New +$105K 0.09% 166
2015
Q2 		– Sell
-11,186
Closed -$497K – 264
2015
Q1 		$497K Buy
+11,186
New +$450K 0.16% 100

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

USA Financial Formulas's PNFP Position: Q3 2021 in Review

USA Financial Formulas sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2021, closing a stake of 1,171 shares — an estimated $103K sold.

USA Financial Formulas first reported a position in PNFP in Q1 2015 and held it in 2 quarters. The position peaked at $497K in Q1 2015. 366 funds tracked by Wall St. Rank hold PNFP as of Q3 2021.

  • USA Financial Formulas reported no remaining Pinnacle Financial Partners Inc position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 1,171 Pinnacle Financial Partners Inc shares in Q3 2021, an estimated $103K.
  • USA Financial Formulas first reported a position in Pinnacle Financial Partners Inc in Q1 2015 and held it in 2 quarters.
  • USA Financial Formulas's Pinnacle Financial Partners Inc position peaked at $497K in Q1 2015.
  • 366 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.