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CWS Financial Advisors’s PNC Financial Services PNC Stock Holding History

CWS Financial 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
2023
Q1 		– Sell
-1,658
Closed -$291K – 155
2022
Q4 		$291K Buy
+1,658
New +$261K 0.13% 110
2022
Q1 		– Sell
-1,673
Closed -$335K – 156
2021
Q4 		$335K Buy
+1,673
New +$340K 0.12% 106
2021
Q2 		$316K Hold
1,658
– – 0.13% 110
2021
Q1 		$291K Hold
1,658
– – 0.13% 110
2020
Q4 		$247K Buy
+1,658
New +$212K 0.14% 111
2020
Q2 		– Sell
-1,658
Closed -$265K – 132
2020
Q1 		$265K Hold
1,658
– – 0.2% 98
2019
Q4 		$265K Buy
+1,658
New +$249K 0.19% 99

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CWS Financial Advisors's PNC Position: Q1 2023 in Review

CWS Financial Advisors sold out of PNC Financial Services (PNC) in Q1 2023, closing a stake of 1,658 shares — an estimated $291K sold.

CWS Financial Advisors first reported a position in PNC in Q4 2019 and held it in 7 quarters. The position peaked at $335K in Q4 2021. 1,418 funds tracked by Wall St. Rank hold PNC as of Q1 2023.

  • CWS Financial Advisors reported no remaining PNC Financial Services position as of Q1 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 1,658 PNC Financial Services shares in Q1 2023, an estimated $291K.
  • CWS Financial Advisors first reported a position in PNC Financial Services in Q4 2019 and held it in 7 quarters.
  • CWS Financial Advisors's PNC Financial Services position peaked at $335K in Q4 2021.
  • 1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.