Curi Wealth Management’s PNC Financial Services PNC Stock Holding History

Curi Wealth Management’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
2024 Q1	–	Sell	-5,808	Closed	-$899K	–	105
2023 Q4	$899K	Sell	5,808 -26,875	-82%	-$3.48M	0.12%	70
2023 Q3	$4.01M	Buy	32,683 +1,292	+4%	+$163K	0.62%	46
2023 Q2	$3.95M	Sell	31,391 -1,882	-6%	-$230K	0.53%	47
2023 Q1	$4.23M	Buy	33,273 +30,092	+946%	+$4.54M	0.61%	43
2022 Q4	$502K	Buy	3,181 +202	+7%	+$31.8K	0.07%	111
2022 Q3	$445K	Buy	2,979 +2,545	+586%	+$412K	0.07%	110
2022 Q2	$68K	Buy	434 +4	+0.9%	+$670	0.01%	202
2022 Q1	$79K	Buy	430 +3	+0.7%	+$606	0.01%	178
2021 Q4	$85K	Buy	+427	New	+$86.9K	0.01%	152
2021 Q1	–	Sell	-416	Closed	-$62K	–	385
2020 Q4	$62K	Buy	+416	New	+$53.1K	0.04%	141

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's PNC Position: Q1 2024 in Review

Curi Wealth Management sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 5,808 shares — an estimated $899K sold.

Curi Wealth Management first reported a position in PNC in Q4 2020 and held it in 10 quarters. The position peaked at $4.23M in Q1 2023. 1,523 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

Curi Wealth Management reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 5,808 PNC Financial Services shares in Q1 2024, an estimated $899K.
Curi Wealth Management first reported a position in PNC Financial Services in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's PNC Financial Services position peaked at $4.23M in Q1 2023.
1,523 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.