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

AllSquare 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
2024 Q1	–	Sell	-50	Closed	-$7.74K	–	546
2023 Q4	$7.74K	Sell	50 -50	-50%	-$6.47K	﹤0.01%	394
2023 Q3	$12.3K	Sell	100 -40	-29%	-$5.03K	0.01%	350
2023 Q2	$16.6K	Hold	140	–	–	0.01%	319
2023 Q1	$17.8K	Hold	140	–	–	0.01%	311
2022 Q4	$22.1K	Buy	+140	New	+$22K	0.02%	276
2018 Q4	–	Sell	-187	Closed	-$25K	–	478
2018 Q3	$25K	Hold	187	–	–	0.02%	246
2018 Q2	$25K	Buy	+187	New	+$27.3K	0.02%	251

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

AllSquare Wealth Management's PNC Position: Q1 2024 in Review

AllSquare Wealth Management sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 50 shares — an estimated $7.74K sold.

AllSquare Wealth Management first reported a position in PNC in Q2 2018 and held it in 7 quarters. The position peaked at $25K in Q3 2018. 1,526 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

AllSquare Wealth Management reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
AllSquare Wealth Management sold 50 PNC Financial Services shares in Q1 2024, an estimated $7.74K.
AllSquare Wealth Management first reported a position in PNC Financial Services in Q2 2018 and held it in 7 quarters.
AllSquare Wealth Management's PNC Financial Services position peaked at $25K in Q3 2018.
1,526 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on AllSquare Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.