1834 Investment Advisors’s PNC Financial Services PNC Stock Holding History

1834 Investment Advisors’s Portfolio PNC Stock Details PNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,551	Closed	-$381K	–	201
2022 Q3	$381K	Sell	2,551 -3,273	-56%	-$530K	0.06%	144
2022 Q2	$919K	Buy	5,824 +141	+2%	+$23.6K	0.13%	101
2022 Q1	$1.05M	Sell	5,683 -99	-2%	-$20K	0.13%	108
2021 Q4	$1.16M	Buy	5,782 +1,509	+35%	+$307K	0.13%	102
2021 Q3	$836K	Buy	4,273 +2,383	+126%	+$450K	0.1%	114
2021 Q2	$361K	Buy	1,890 +491	+35%	+$92.2K	0.04%	150
2021 Q1	$245K	Buy	1,399 +313	+29%	+$51.6K	0.03%	180
2020 Q4	$162K	Buy	1,086 +259	+31%	+$33.1K	0.02%	209
2020 Q3	$91K	Buy	827 +661	+398%	+$71.1K	0.01%	232
2020 Q2	$17K	Hold	166	–	–	﹤0.01%	301
2020 Q1	$16K	Hold	166	–	–	﹤0.01%	314
2019 Q4	$26K	Hold	166	–	–	﹤0.01%	315
2019 Q3	$23K	Sell	166 -220	-57%	-$29.8K	﹤0.01%	317
2019 Q2	$53K	Hold	386	–	–	0.01%	277
2019 Q1	$47K	Hold	386	–	–	0.01%	277
2018 Q4	$45K	Sell	386 -19	-5%	-$2.42K	0.01%	273
2018 Q3	$55K	Hold	405	–	–	0.01%	271
2018 Q2	$55K	Hold	405	–	–	0.01%	268
2018 Q1	$61K	Hold	405	–	–	0.01%	258
2017 Q4	$58K	Buy	+405	New	+$56K	0.01%	281

Other funds holding PNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1834 Investment Advisors's PNC Position: Q4 2022 in Review

1834 Investment Advisors sold out of PNC Financial Services (PNC) in Q4 2022, closing a stake of 2,551 shares — an estimated $381K sold.

1834 Investment Advisors first reported a position in PNC in Q4 2017 and held it in 20 quarters. The position peaked at $1.16M in Q4 2021. 1,478 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

1834 Investment Advisors reported no remaining PNC Financial Services position as of Q4 2022 after selling out during the quarter.
1834 Investment Advisors sold 2,551 PNC Financial Services shares in Q4 2022, an estimated $381K.
1834 Investment Advisors first reported a position in PNC Financial Services in Q4 2017 and held it in 20 quarters.
1834 Investment Advisors's PNC Financial Services position peaked at $1.16M in Q4 2021.
1,478 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

Based on 1834 Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.