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Beacon Pointe Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$400K Sell
2,508
-142
-5% -$21.3K 0.07% 182
2019
Q3 		$372K Buy
+2,650
New +$359K 0.08% 184

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Beacon Pointe Wealth Advisors's PNC Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its PNC Financial Services (PNC) stake by 5.4% in Q4 2019, selling an estimated $21.3K and leaving 2,508 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #182.

Beacon Pointe Wealth Advisors first reported a position in PNC in Q3 2019 and has held it in 2 quarters since. 1,340 funds tracked by Wall St. Rank hold PNC as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,508 shares of PNC Financial Services worth $400K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 142 PNC Financial Services shares in Q4 2019, an estimated $21.3K.
  • PNC Financial Services made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #182 holding.
  • Beacon Pointe Wealth Advisors first reported a position in PNC Financial Services in Q3 2019 and has held it in 2 quarters since.
  • 1,340 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.