WMS Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

WMS Partners’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 Q1	–	Sell	-2,500	Closed	-$218K	–	275
2023 Q4	$218K	Buy	+2,500	New	+$181K	0.02%	242
2022 Q4	–	Sell	-2,506	Closed	-$203K	–	289
2022 Q3	$203K	Buy	+2,506	New	+$200K	0.03%	231
2022 Q2	–	Sell	-2,500	Closed	-$230K	–	279
2022 Q1	$230K	Sell	2,500 -130	-5%	-$12.8K	0.03%	224
2021 Q4	$251K	Buy	2,630 +130	+5%	+$12.7K	0.05%	179
2021 Q3	$235K	Hold	2,500	–	–	0.03%	241
2021 Q2	$221K	Hold	2,500	–	–	0.03%	237
2021 Q1	$222K	Buy	+2,500	New	+$198K	0.05%	206
2015 Q4	–	Sell	-4,050	Closed	-$200K	–	205
2015 Q3	$200K	Buy	+4,050	New	+$205K	0.03%	195

Other funds holding PNFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WMS Partners's PNFP Position: Q1 2024 in Review

WMS Partners sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2024, closing a stake of 2,500 shares — an estimated $218K sold.

WMS Partners first reported a position in PNFP in Q3 2015 and held it in 8 quarters. The position peaked at $251K in Q4 2021. 408 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

WMS Partners reported no remaining Pinnacle Financial Partners Inc position as of Q1 2024 after selling out during the quarter.
WMS Partners sold 2,500 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $218K.
WMS Partners first reported a position in Pinnacle Financial Partners Inc in Q3 2015 and held it in 8 quarters.
WMS Partners's Pinnacle Financial Partners Inc position peaked at $251K in Q4 2021.
408 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on WMS Partners's 13F filing for Q1 2024, filed 15 May 2024.