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Aevitas Wealth Management’s PNC Financial Services PNC Stock Holding History

Aevitas Wealth Management’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
2019
Q1 		– Sell
-78
Closed -$9K – 392
2018
Q4 		$9K Sell
78
-100
-56% -$12.8K 0.01% 307
2018
Q3 		$24K Buy
178
+100
+128% +$14.2K 0.02% 274
2018
Q2 		$11K Hold
78
– – 0.01% 316
2018
Q1 		$12K Hold
78
– – 0.01% 306
2017
Q4 		$11K Buy
+78
New +$10.8K 0.01% 310

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Aevitas Wealth Management's PNC Position: Q1 2019 in Review

Aevitas Wealth Management sold out of PNC Financial Services (PNC) in Q1 2019, closing a stake of 78 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in PNC in Q4 2017 and held it in 5 quarters. The position peaked at $24K in Q3 2018. 1,200 funds tracked by Wall St. Rank hold PNC as of Q1 2019.

  • Aevitas Wealth Management reported no remaining PNC Financial Services position as of Q1 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 78 PNC Financial Services shares in Q1 2019, an estimated $9K.
  • Aevitas Wealth Management first reported a position in PNC Financial Services in Q4 2017 and held it in 5 quarters.
  • Aevitas Wealth Management's PNC Financial Services position peaked at $24K in Q3 2018.
  • 1,200 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.