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Forza Wealth Management’s PNC Financial Services PNC Stock Holding History

Forza 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
2023
Q4 		– Sell
-3,338
Closed -$410K – 181
2023
Q3 		$410K Hold
3,338
– – 0.21% 128
2023
Q2 		$420K Hold
3,338
– – 0.21% 129
2023
Q1 		$424K Buy
3,338
+511
+18% +$77.1K 0.22% 134
2022
Q4 		$446K Buy
+2,827
New +$445K 0.3% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forza Wealth Management's PNC Position: Q4 2023 in Review

Forza Wealth Management sold out of PNC Financial Services (PNC) in Q4 2023, closing a stake of 3,338 shares — an estimated $410K sold.

Forza Wealth Management first reported a position in PNC in Q4 2022 and held it in 4 quarters. The position peaked at $446K in Q4 2022. 1,500 funds tracked by Wall St. Rank hold PNC as of Q4 2023.

  • Forza Wealth Management reported no remaining PNC Financial Services position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 3,338 PNC Financial Services shares in Q4 2023, an estimated $410K.
  • Forza Wealth Management first reported a position in PNC Financial Services in Q4 2022 and held it in 4 quarters.
  • Forza Wealth Management's PNC Financial Services position peaked at $446K in Q4 2022.
  • 1,500 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.