FA
PNC icon

Fermata Advisors’s PNC Financial Services PNC Stock Holding History

Fermata 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
2022
Q1 		– Sell
-1,013
Closed -$204K – 197
2021
Q4 		$204K Buy
+1,013
New +$206K 0.07% 180

Other funds holding PNC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fermata Advisors's PNC Position: Q1 2022 in Review

Fermata Advisors sold out of PNC Financial Services (PNC) in Q1 2022, closing a stake of 1,013 shares — an estimated $204K sold.

Fermata Advisors first reported a position in PNC in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 1,533 funds tracked by Wall St. Rank hold PNC as of Q1 2022.

  • Fermata Advisors reported no remaining PNC Financial Services position as of Q1 2022 after selling out during the quarter.
  • Fermata Advisors sold 1,013 PNC Financial Services shares in Q1 2022, an estimated $204K.
  • Fermata Advisors first reported a position in PNC Financial Services in Q4 2021 and held it in 1 quarter.
  • Fermata Advisors's PNC Financial Services position peaked at $204K in Q4 2021.
  • 1,533 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2022.

Based on Fermata Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.