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Capital Directions Investment Advisors’s PNC Financial Services PNC Stock Holding History

Capital Directions Investment 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
2022
Q4 		$23.7K Buy
+150
New +$23.6K 0.01% 164
2022
Q3 		– Hold
0
– – – 151
2022
Q2 		– Sell
-150
Closed -$28K – 273
2022
Q1 		$28K Buy
+150
New +$30.3K 0.01% 178

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Directions Investment Advisors's PNC Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in PNC Financial Services (PNC) in Q4 2022: 150 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PNC as recently as Q1 2022.

Capital Directions Investment Advisors first reported a position in PNC in Q1 2022 and has held it in 2 quarters since. The position peaked at $28K in Q1 2022. 1,479 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

  • Capital Directions Investment Advisors held 150 shares of PNC Financial Services worth $23.7K as of Q4 2022.
  • PNC Financial Services was a new Capital Directions Investment Advisors position in Q4 2022.
  • PNC Financial Services made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #164 holding.
  • Capital Directions Investment Advisors first reported a position in PNC Financial Services in Q1 2022 and has held it in 2 quarters since.
  • Capital Directions Investment Advisors's PNC Financial Services position peaked at $28K in Q1 2022.
  • 1,479 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.