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Valley National Advisers’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-75
Closed -$6K – 1042
2024
Q2 		$6K Hold
75
– – ﹤0.01% 730
2024
Q1 		$6K Hold
75
– – ﹤0.01% 757
2023
Q4 		$6K Buy
+75
New +$5.43K ﹤0.01% 759

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valley National Advisers's PNFP Position: Q3 2024 in Review

Valley National Advisers sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2024, closing a stake of 75 shares — an estimated $6K sold.

Valley National Advisers first reported a position in PNFP in Q4 2023 and held it in 3 quarters. The position peaked at $6K in Q2 2024. 421 funds tracked by Wall St. Rank hold PNFP as of Q3 2024.

  • Valley National Advisers reported no remaining Pinnacle Financial Partners Inc position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 75 Pinnacle Financial Partners Inc shares in Q3 2024, an estimated $6K.
  • Valley National Advisers first reported a position in Pinnacle Financial Partners Inc in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Pinnacle Financial Partners Inc position peaked at $6K in Q2 2024.
  • 421 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.