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CFM Wealth Partners’s PNC Financial Services PNC Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-21
Closed -$2K – 382
2020
Q2 		$2K Sell
21
-91
-81% -$9.59K ﹤0.01% 468
2020
Q1 		$11K Hold
112
– – 0.01% 426
2019
Q4 		$17K Buy
+112
New +$16.8K 0.01% 372

Other funds holding PNC

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CFM Wealth Partners's PNC Position: Q3 2020 in Review

CFM Wealth Partners sold out of PNC Financial Services (PNC) in Q3 2020, closing a stake of 21 shares — an estimated $2K sold.

CFM Wealth Partners first reported a position in PNC in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 1,163 funds tracked by Wall St. Rank hold PNC as of Q3 2020.

  • CFM Wealth Partners reported no remaining PNC Financial Services position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 21 PNC Financial Services shares in Q3 2020, an estimated $2K.
  • CFM Wealth Partners first reported a position in PNC Financial Services in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's PNC Financial Services position peaked at $17K in Q4 2019.
  • 1,163 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.