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Insight Wealth Partners’s PNC Financial Services PNC Stock Holding History

Insight Wealth Partners’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
-1,173
Closed -$235K – 80
2021
Q4 		$235K Buy
+1,173
New +$239K 0.04% 74

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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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insight Wealth Partners's PNC Position: Q1 2022 in Review

Insight Wealth Partners sold out of PNC Financial Services (PNC) in Q1 2022, closing a stake of 1,173 shares — an estimated $235K sold.

Insight Wealth Partners first reported a position in PNC in Q4 2021 and held it in 1 quarter. The position peaked at $235K in Q4 2021. 1,533 funds tracked by Wall St. Rank hold PNC as of Q1 2022.

  • Insight Wealth Partners reported no remaining PNC Financial Services position as of Q1 2022 after selling out during the quarter.
  • Insight Wealth Partners sold 1,173 PNC Financial Services shares in Q1 2022, an estimated $235K.
  • Insight Wealth Partners first reported a position in PNC Financial Services in Q4 2021 and held it in 1 quarter.
  • Insight Wealth Partners's PNC Financial Services position peaked at $235K in Q4 2021.
  • 1,533 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.