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

Evolution 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
2021 Q4	–	Sell	-306	Closed	-$60K	–	505
2021 Q3	$60K	Buy	306 +138	+82%	+$26.1K	0.01%	188
2021 Q2	$32K	Sell	168 -2	-1%	-$375	0.01%	248
2021 Q1	$30K	Hold	170	–	–	0.01%	247
2020 Q4	$25K	Sell	170 -70	-29%	-$8.94K	0.01%	237
2020 Q3	$26K	Buy	240 +145	+153%	+$15.6K	0.01%	247
2020 Q2	$10K	Sell	95 -17	-15%	-$1.79K	﹤0.01%	291
2020 Q1	$11K	Buy	112 +43	+62%	+$5.78K	﹤0.01%	203
2019 Q4	$11K	Sell	69 -110	-61%	-$16.5K	﹤0.01%	288
2019 Q3	$25K	Buy	179 +112	+167%	+$15.2K	0.01%	79
2019 Q2	$9K	Buy	+67	New	+$8.86K	﹤0.01%	190

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Evolution Wealth Advisors's PNC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of PNC Financial Services (PNC) in Q4 2021, closing a stake of 306 shares — an estimated $60K sold.

Evolution Wealth Advisors first reported a position in PNC in Q2 2019 and held it in 10 quarters. The position peaked at $60K in Q3 2021. 1,506 funds tracked by Wall St. Rank hold PNC as of Q4 2021.

Evolution Wealth Advisors reported no remaining PNC Financial Services position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 306 PNC Financial Services shares in Q4 2021, an estimated $60K.
Evolution Wealth Advisors first reported a position in PNC Financial Services in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's PNC Financial Services position peaked at $60K in Q3 2021.
1,506 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.