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Delos Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-9
Closed -$1.39K – 436
2023
Q4 		$1.39K Sell
9
-95
-91% -$12.3K ﹤0.01% 160
2023
Q3 		$12.6K Hold
104
– – 0.02% 130
2023
Q2 		$13.1K Hold
104
– – 0.02% 122
2023
Q1 		$13.2K Hold
104
– – 0.02% 116
2022
Q4 		$16.4K Hold
104
– – 0.03% 110
2022
Q3 		$16K Buy
104
+9
+9% +$1.46K 0.02% 102
2022
Q2 		$15K Hold
95
– – 0.02% 110
2022
Q1 		$18K Hold
95
– – 0.02% 121
2021
Q4 		$19K Buy
+95
New +$19.3K 0.02% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Delos Wealth Advisors's PNC Position: Q1 2024 in Review

Delos Wealth Advisors sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 9 shares — an estimated $1.39K sold.

Delos Wealth Advisors first reported a position in PNC in Q4 2021 and held it in 9 quarters. The position peaked at $19K in Q4 2021. 1,526 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

  • Delos Wealth Advisors reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 9 PNC Financial Services shares in Q1 2024, an estimated $1.39K.
  • Delos Wealth Advisors first reported a position in PNC Financial Services in Q4 2021 and held it in 9 quarters.
  • Delos Wealth Advisors's PNC Financial Services position peaked at $19K in Q4 2021.
  • 1,526 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.