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

Valeo 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
2020 Q2	–	Sell	-1,719	Closed	-$71K	–	2131
2020 Q1	$71K	Hold	1,719	–	–	0.01%	508
2019 Q4	$110K	Hold	1,719	–	–	0.01%	443
2019 Q3	$98K	Buy	1,719 +522	+44%	+$29.2K	0.01%	440
2019 Q2	$69K	Buy	1,197 +479	+67%	+$27K	0.01%	516
2019 Q1	$39K	Buy	+718	New	+$39.7K	﹤0.01%	621
2018 Q3	–	Sell	-561	Closed	-$35K	–	1839
2018 Q2	$35K	Hold	561	–	–	﹤0.01%	625
2018 Q1	$36K	Hold	561	–	–	0.01%	560
2017 Q4	$37K	Buy	+561	New	+$37.3K	0.01%	535

Other funds holding PNFP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valeo Financial Advisors's PNFP Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2020, closing a stake of 1,719 shares — an estimated $71K sold.

Valeo Financial Advisors first reported a position in PNFP in Q4 2017 and held it in 8 quarters. The position peaked at $110K in Q4 2019. 282 funds tracked by Wall St. Rank hold PNFP as of Q2 2020.

Valeo Financial Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,719 Pinnacle Financial Partners Inc shares in Q2 2020, an estimated $71K.
Valeo Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and held it in 8 quarters.
Valeo Financial Advisors's Pinnacle Financial Partners Inc position peaked at $110K in Q4 2019.
282 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.