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Your Advocates Ltd’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Your Advocates Ltd’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
-300
Closed -$17K – 339
2023
Q2 		$17K Buy
+300
New +$15.8K 0.01% 99

Other funds holding PNFP

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Your Advocates Ltd's PNFP Position: Q3 2023 in Review

Your Advocates Ltd sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2023, closing a stake of 300 shares — an estimated $17K sold.

Your Advocates Ltd first reported a position in PNFP in Q2 2023 and held it in 1 quarter. The position peaked at $17K in Q2 2023. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • Your Advocates Ltd reported no remaining Pinnacle Financial Partners Inc position as of Q3 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 300 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $17K.
  • Your Advocates Ltd first reported a position in Pinnacle Financial Partners Inc in Q2 2023 and held it in 1 quarter.
  • Your Advocates Ltd's Pinnacle Financial Partners Inc position peaked at $17K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.