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Heritage Wealth Management (Arizona)’s PNC Financial Services PNC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$4.74K Sell
30
-17
-36% -$2.68K ﹤0.01% 890
2022
Q3 		$7K Buy
+47
New +$7.61K ﹤0.01% 716

Other funds holding PNC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PNC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its PNC Financial Services (PNC) stake by 36% in Q4 2022, selling an estimated $2.68K and leaving 30 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Heritage Wealth Management (Arizona) first reported a position in PNC in Q3 2022 and has held it in 2 quarters since. The position peaked at $7K in Q3 2022. 1,478 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 30 shares of PNC Financial Services worth $4.74K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 17 PNC Financial Services shares in Q4 2022, an estimated $2.68K.
  • PNC Financial Services made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #890 holding.
  • Heritage Wealth Management (Arizona) first reported a position in PNC Financial Services in Q3 2022 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s PNC Financial Services position peaked at $7K in Q3 2022.
  • 1,478 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.