Equal-WT
WhaleScore 2.0
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Pinnacle Financial Partners is based out of Nashville. Their last reported 13F filing for Q4 2023 included $4,211,398,923 in managed 13F securities
and a top 10 holdings concentration of 32.62%. Pinnacle Financial Partners's largest holding is Microsoft Corp. with shares held of 573,803. Whalewisdom has at least 65 13F filings, and 279 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2016-03-15. The notice included securities offered of Equity
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 0.45% |
TBLL Invesco Short Term T | 0.25% |
OXY Occidental Petroleum | 0.21% |
CM Canadian Imperial Ba | 0.19% |
GLD SSgA SPDR Gold Share | 0.17% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
XOM ExxonMobil Corp. (St | 0.46% |
CVX Chevron Corp. (Stand | 0.28% |
CSCO Cisco Systems, Inc. | 0.27% |
PFE Pfizer, Inc. | 0.23% |
SHY iShares 1-3 Year Tre | 0.22% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 5.12% |
AAPL Apple Inc | 4.8% |
VOO VANGUARD 500 INDEX F | 3.77% |
SPY SPDR S&P 500 ETF TRU | 3.41% |
AMZN Amazon.com Inc. | 3.28% |
2023-12-31
13F Activity
Market Value | $4.21b, Prior: $3.87b |
New Purchases | 31 stocks |
Added To | 170 stocks |
Sold out of | 15 stocks |
Reduced holdings in | 194 stocks |
Top 10 Holdings % | 32.62% |
Turnover %[1] | 8.75% |
Turnover Alt %[2] | 3.06% |
Time Held Top 20 | 21.35 quarters |
Time Held Top 10 | 18.1 quarters |
Time Held All | 22.54 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31