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

Jupiter 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 Q1	–	Sell	-3,000	Closed	-$473K	–	70
2022 Q4	$473K	Hold	3,000	–	–	0.46%	40
2022 Q3	$448K	Hold	3,000	–	–	0.45%	43
2022 Q2	$473K	Hold	3,000	–	–	0.43%	43
2022 Q1	$553K	Hold	3,000	–	–	0.35%	57
2021 Q4	$601K	Sell	3,000 -5,500	-65%	-$1.12M	0.31%	56
2021 Q3	$1.75M	Hold	8,500	–	–	0.82%	33
2021 Q2	$1.62M	Sell	8,500 -10,575	-55%	-$1.98M	0.77%	37
2021 Q1	$3.61M	Buy	19,075 +4,000	+27%	+$660K	1.82%	19
2020 Q4	$2.25M	Buy	15,075 +5,225	+53%	+$667K	1.38%	22
2020 Q3	$1.08M	Buy	9,850 +2	+0%	+$215	0.76%	34
2020 Q2	$1.01M	Buy	+9,848	New	+$1.04M	0.51%	37

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Wealth Management's PNC Position: Q1 2023 in Review

Jupiter Wealth Management sold out of PNC Financial Services (PNC) in Q1 2023, closing a stake of 3,000 shares — an estimated $473K sold.

Jupiter Wealth Management first reported a position in PNC in Q2 2020 and held it in 11 quarters. The position peaked at $3.61M in Q1 2021. 1,418 funds tracked by Wall St. Rank hold PNC as of Q1 2023.

Jupiter Wealth Management reported no remaining PNC Financial Services position as of Q1 2023 after selling out during the quarter.
Jupiter Wealth Management sold 3,000 PNC Financial Services shares in Q1 2023, an estimated $473K.
Jupiter Wealth Management first reported a position in PNC Financial Services in Q2 2020 and held it in 11 quarters.
Jupiter Wealth Management's PNC Financial Services position peaked at $3.61M in Q1 2021.
1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2023.

Based on Jupiter Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.