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Halpern Financial’s PNC Financial Services PNC Stock Holding History

Halpern Financial’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
-60
Closed -$12K – 263
2021
Q4 		$12K Hold
60
– – 0.01% 173
2021
Q3 		$11.7K Hold
60
– – 0.01% 168
2021
Q2 		$11.4K Hold
60
– – 0.01% 140
2021
Q1 		$10.5K Buy
+60
New +$9.9K 0.01% 135

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Halpern Financial's PNC Position: Q1 2022 in Review

Halpern Financial sold out of PNC Financial Services (PNC) in Q1 2022, closing a stake of 60 shares — an estimated $12K sold.

Halpern Financial first reported a position in PNC in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 1,532 funds tracked by Wall St. Rank hold PNC as of Q1 2022.

  • Halpern Financial reported no remaining PNC Financial Services position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 60 PNC Financial Services shares in Q1 2022, an estimated $12K.
  • Halpern Financial first reported a position in PNC Financial Services in Q1 2021 and held it in 4 quarters.
  • Halpern Financial's PNC Financial Services position peaked at $12K in Q4 2021.
  • 1,532 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.