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Lake Point Wealth Management’s PNC Financial Services PNC Stock Holding History

Lake Point 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
2020
Q1 		$5K Hold
53
– – ﹤0.01% 164
2019
Q4 		$8K Buy
+53
New +$7.96K ﹤0.01% 300
2019
Q2 		$8K Hold
57
– – ﹤0.01% 364
2019
Q1 		$8K Sell
57
-1,360
-96% -$168K ﹤0.01% 364
2018
Q4 		$166K Buy
+1,417
New +$181K 0.06% 170

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lake Point Wealth Management's PNC Position: Q1 2020 in Review

Lake Point Wealth Management held its PNC Financial Services (PNC) position steady in Q1 2020 at 53 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Lake Point Wealth Management first reported a position in PNC in Q4 2018 and has held it in 5 quarters since. The position peaked at $166K in Q4 2018. 1,140 funds tracked by Wall St. Rank hold PNC as of Q1 2020.

  • Lake Point Wealth Management held 53 shares of PNC Financial Services worth $5K as of Q1 2020.
  • Lake Point Wealth Management left its PNC Financial Services share count unchanged in Q1 2020.
  • PNC Financial Services made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #164 holding.
  • Lake Point Wealth Management first reported a position in PNC Financial Services in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's PNC Financial Services position peaked at $166K in Q4 2018.
  • 1,140 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.