WCM Investment Management
PNFP icon

WCM Investment Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

WCM Investment Management’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
-170,666
Closed -$12.5M – 219
2022
Q4 		$12.5M Sell
170,666
-3,657
-2% -$294K 0.04% 109
2022
Q3 		$14.1M Buy
174,323
+43,272
+33% +$3.46M 0.05% 87
2022
Q2 		$9.54M Buy
131,051
+405
+0.3% +$32K 0.03% 127
2022
Q1 		$12M Sell
130,646
-2,067
-2% -$204K 0.03% 120
2021
Q4 		$12.7M Buy
132,713
+8,537
+7% +$835K 0.03% 115
2021
Q3 		$11.7M Buy
124,176
+633
+0.5% +$58.2K 0.03% 112
2021
Q2 		$10.9M Sell
123,543
-37,021
-23% -$3.31M 0.03% 114
2021
Q1 		$14.2M Sell
160,564
-61,123
-28% -$4.84M 0.04% 75
2020
Q4 		$14.3M Sell
221,687
-80
-0% -$4.12K 0.04% 74
2020
Q3 		$7.89M Buy
221,767
+59,778
+37% +$2.38M 0.03% 110
2020
Q2 		$6.8M Buy
+161,989
New +$6.43M 0.03% 112

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

WCM Investment Management's PNFP Position: Q1 2023 in Review

WCM Investment Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2023, closing a stake of 170,666 shares — an estimated $12.5M sold.

WCM Investment Management first reported a position in PNFP in Q2 2020 and held it in 11 quarters. The position peaked at $14.3M in Q4 2020. 397 funds tracked by Wall St. Rank hold PNFP as of Q1 2023.

  • WCM Investment Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2023 after selling out during the quarter.
  • WCM Investment Management sold 170,666 Pinnacle Financial Partners Inc shares in Q1 2023, an estimated $12.5M.
  • WCM Investment Management first reported a position in Pinnacle Financial Partners Inc in Q2 2020 and held it in 11 quarters.
  • WCM Investment Management's Pinnacle Financial Partners Inc position peaked at $14.3M in Q4 2020.
  • 397 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2023.

Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.