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	–	593
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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Certified Advisory Corp's PNC Position: Q4 2023 in Review

Certified Advisory Corp sold out of PNC Financial Services (PNC) in Q4 2023, closing a stake of 25 shares — an estimated $3.07K sold.

Certified Advisory Corp first reported a position in PNC in Q4 2017 and held it in 18 quarters. The position peaked at $6K in Q4 2019. 1,501 funds tracked by Wall St. Rank hold PNC as of Q4 2023.

Certified Advisory Corp reported no remaining PNC Financial Services position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 25 PNC Financial Services shares in Q4 2023, an estimated $3.07K.
Certified Advisory Corp first reported a position in PNC Financial Services in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's PNC Financial Services position peaked at $6K in Q4 2019.
1,501 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.