FWM
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ForthRight Wealth Management’s PNC Financial Services PNC Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-135
Closed -$20K – 149
2020
Q4 		$20K Buy
+135
New +$17.2K 0.02% 95

Other funds holding PNC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

ForthRight Wealth Management's PNC Position: Q1 2021 in Review

ForthRight Wealth Management sold out of PNC Financial Services (PNC) in Q1 2021, closing a stake of 135 shares — an estimated $20K sold.

ForthRight Wealth Management first reported a position in PNC in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 1,351 funds tracked by Wall St. Rank hold PNC as of Q1 2021.

  • ForthRight Wealth Management reported no remaining PNC Financial Services position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 135 PNC Financial Services shares in Q1 2021, an estimated $20K.
  • ForthRight Wealth Management first reported a position in PNC Financial Services in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's PNC Financial Services position peaked at $20K in Q4 2020.
  • 1,351 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.