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CAC
Certified Advisory Corp’s
PNC Financial Services
PNC
Stock Holding History
Certified Advisory Corp’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
2023
Q4
–
Sell
-25
Closed
-$3.07K
–
307
2023
Q3
$3.07K
Hold
25
–
–
﹤0.01%
278
2023
Q2
$3.15K
Sell
25
-10
-29%
-$1.22K
﹤0.01%
253
2023
Q1
$4.45K
Buy
+35
New
+$5.28K
﹤0.01%
267
2022
Q3
–
Sell
-9
Closed
-$1K
–
249
2022
Q2
$1K
Sell
9
-16
-64%
-$2.68K
﹤0.01%
235
2022
Q1
$5K
Buy
+25
New
+$5.05K
﹤0.01%
239
2021
Q4
–
Sell
-9
Closed
-$2K
–
250
2021
Q3
$2K
Buy
+9
New
+$1.7K
﹤0.01%
235
2021
Q2
–
Sell
-25
Closed
-$5K
–
594
2021
Q1
$5K
Buy
+25
New
+$4.12K
﹤0.01%
675
2020
Q2
$4K
Buy
39
+1
+3%
+$105
﹤0.01%
656
2020
Q1
$4K
Hold
38
–
–
﹤0.01%
640
2019
Q4
$6K
Buy
38
+29
+322%
+$4.35K
﹤0.01%
647
2019
Q3
$1K
Hold
9
–
–
﹤0.01%
767
2019
Q2
$1K
Hold
9
–
–
﹤0.01%
775
2019
Q1
$1K
Hold
9
–
–
﹤0.01%
721
2018
Q4
$1K
Hold
9
–
–
﹤0.01%
716
2018
Q3
$1K
Sell
9
-2
-18%
-$284
﹤0.01%
751
2018
Q2
$1K
Hold
11
–
–
﹤0.01%
739
2018
Q1
$1K
Hold
11
–
–
﹤0.01%
709
2017
Q4
$1K
Buy
+11
New
+$1.52K
﹤0.01%
670
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$6.9T AUM
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
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$427B AUM
29.17%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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