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World Equity Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

World Equity 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
2023
Q3 		– Sell
-3,592
Closed -$203K – 372
2023
Q2 		$203K Sell
3,592
-1,735
-33% -$91.4K 0.06% 301
2023
Q1 		$490K Buy
+5,327
New +$374K 0.07% 284
2022
Q2 		– Sell
-2,191
Closed -$202K – 389
2022
Q1 		$202K Buy
+2,191
New +$216K 0.04% 344

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

World Equity Group's PNFP Position: Q3 2023 in Review

World Equity Group sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2023, closing a stake of 3,592 shares — an estimated $203K sold.

World Equity Group first reported a position in PNFP in Q1 2022 and held it in 3 quarters. The position peaked at $490K in Q1 2023. 392 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • World Equity Group reported no remaining Pinnacle Financial Partners Inc position as of Q3 2023 after selling out during the quarter.
  • World Equity Group sold 3,592 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $203K.
  • World Equity Group first reported a position in Pinnacle Financial Partners Inc in Q1 2022 and held it in 3 quarters.
  • World Equity Group's Pinnacle Financial Partners Inc position peaked at $490K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.