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VisionPoint Advisory Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

VisionPoint Advisory Group’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
-265
Closed -$21.2K – 635
2024
Q2 		$21.2K Buy
265
+73
+38% +$5.83K 0.01% 383
2024
Q1 		$16.5K Buy
192
+80
+71% +$6.72K 0.01% 403
2023
Q4 		$9.77K Buy
+112
New +$8.12K ﹤0.01% 422

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

VisionPoint Advisory Group's PNFP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2024, closing a stake of 265 shares — an estimated $21.2K sold.

VisionPoint Advisory Group first reported a position in PNFP in Q4 2023 and held it in 3 quarters. The position peaked at $21.2K in Q2 2024. 421 funds tracked by Wall St. Rank hold PNFP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Pinnacle Financial Partners Inc position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 265 Pinnacle Financial Partners Inc shares in Q3 2024, an estimated $21.2K.
  • VisionPoint Advisory Group first reported a position in Pinnacle Financial Partners Inc in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Pinnacle Financial Partners Inc position peaked at $21.2K in Q2 2024.
  • 421 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.