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

Financial Synergies 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 Q2	–	Sell	-133	Closed	-$21.6K	–	359
2024 Q1	$21.6K	Buy	133 +125	+1,563%	+$18.8K	﹤0.01%	187
2023 Q4	$1.26K	Sell	8 -122	-94%	-$15.8K	﹤0.01%	302
2023 Q3	$16K	Buy	130 +1	+0.8%	+$126	﹤0.01%	198
2023 Q2	$16.2K	Buy	129 +2	+2%	+$244	﹤0.01%	189
2023 Q1	$16.2K	Buy	127 +119	+1,488%	+$17.9K	﹤0.01%	198
2022 Q4	$1.26K	Hold	8	–	–	﹤0.01%	302
2022 Q3	$1.2K	Sell	8 -4	-33%	-$648	﹤0.01%	276
2022 Q2	$1.89K	Buy	+12	New	+$2.01K	﹤0.01%	241

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Financial Synergies Wealth Advisors's PNC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of PNC Financial Services (PNC) in Q2 2024, closing a stake of 133 shares — an estimated $21.6K sold.

Financial Synergies Wealth Advisors first reported a position in PNC in Q2 2022 and held it in 8 quarters. The position peaked at $21.6K in Q1 2024. 1,538 funds tracked by Wall St. Rank hold PNC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining PNC Financial Services position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 133 PNC Financial Services shares in Q2 2024, an estimated $21.6K.
Financial Synergies Wealth Advisors first reported a position in PNC Financial Services in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's PNC Financial Services position peaked at $21.6K in Q1 2024.
1,538 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.