Acima Private Wealth’s PNC Financial Services PNC Stock Holding History

Acima Private Wealth’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
2023 Q2	–	Sell	-38	Closed	-$4.83K	–	280
2023 Q1	$4.83K	Hold	38	–	–	﹤0.01%	254
2022 Q4	$6K	Hold	38	–	–	﹤0.01%	208
2022 Q3	$5.68K	Hold	38	–	–	﹤0.01%	214
2022 Q2	$6K	Hold	38	–	–	﹤0.01%	218
2022 Q1	$7K	Hold	38	–	–	﹤0.01%	220
2021 Q4	$8K	Hold	38	–	–	﹤0.01%	219
2021 Q3	$7K	Hold	38	–	–	﹤0.01%	214
2021 Q2	$7K	Hold	38	–	–	﹤0.01%	212
2021 Q1	$7K	Hold	38	–	–	﹤0.01%	211
2020 Q4	$6K	Hold	38	–	–	﹤0.01%	214
2020 Q3	$4K	Sell	38 -2,830	-99%	-$304K	﹤0.01%	209
2020 Q2	$302K	Hold	2,868	–	–	0.2%	92
2020 Q1	$275K	Hold	2,868	–	–	0.21%	91
2019 Q4	$458K	Hold	2,868	–	–	0.32%	76
2019 Q3	$401K	Hold	2,868	–	–	0.31%	79
2019 Q2	$394K	Hold	2,868	–	–	0.31%	76
2019 Q1	$352K	Sell	2,868 -720	-20%	-$89.2K	0.3%	76
2018 Q4	$419K	Buy	+3,588	New	+$458K	0.41%	60

Other funds holding PNC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return