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Atlas Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Atlas Private 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
2020
Q4 		– Sell
-181
Closed -$20K – 406
2020
Q3 		$20K Buy
181
+163
+906% +$17.5K 0.02% 252
2020
Q2 		$2K Sell
18
-5
-22% -$527 ﹤0.01% 424
2020
Q1 		$2K Hold
23
– – ﹤0.01% 413
2019
Q4 		$4K Buy
+23
New +$3.45K ﹤0.01% 407

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atlas Private Wealth Management's PNC Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of PNC Financial Services (PNC) in Q4 2020, closing a stake of 181 shares — an estimated $20K sold.

Atlas Private Wealth Management first reported a position in PNC in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q3 2020. 1,298 funds tracked by Wall St. Rank hold PNC as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining PNC Financial Services position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 181 PNC Financial Services shares in Q4 2020, an estimated $20K.
  • Atlas Private Wealth Management first reported a position in PNC Financial Services in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's PNC Financial Services position peaked at $20K in Q3 2020.
  • 1,298 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.