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LWAC
Laurel Wealth Advisors (California)’s
PNC Financial Services
PNC
Stock Holding History
Laurel Wealth Advisors (California)’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
$867K
Sell
5,490
-47
-0.8%
-$7.4K
0.09%
248
2022
Q3
$828K
Buy
5,537
+654
+13%
+$106K
0.09%
245
2022
Q2
$770K
Buy
4,883
+19
+0.4%
+$3.19K
0.08%
255
2022
Q1
$897K
Buy
4,864
+216
+5%
+$43.7K
0.07%
261
2021
Q4
$932K
Buy
4,648
+2,838
+157%
+$578K
0.07%
275
2021
Q3
$354K
Sell
1,810
-237
-12%
-$44.8K
0.07%
301
2021
Q2
$391K
Buy
2,047
+218
+12%
+$40.9K
0.05%
334
2021
Q1
$321K
Buy
1,829
+20
+1%
+$3.3K
0.05%
343
2020
Q4
$270K
Sell
1,809
-35
-2%
-$4.47K
0.04%
359
2020
Q3
$203K
Sell
1,844
-206
-10%
-$22.2K
0.03%
385
2020
Q2
$216K
Buy
+2,050
New
+$216K
0.04%
363
2020
Q1
–
Sell
-1,691
Closed
-$270K
–
419
2019
Q4
$270K
Sell
1,691
-230
-12%
-$34.5K
0.05%
378
2019
Q3
$269K
Buy
1,921
+198
+11%
+$26.9K
0.05%
370
2019
Q2
$237K
Buy
1,723
+19
+1%
+$2.51K
0.05%
351
2019
Q1
$209K
Buy
+1,704
New
+$211K
0.05%
359
2018
Q4
–
Sell
-1,767
Closed
-$240K
–
418
2018
Q3
$240K
Buy
1,767
+65
+4%
+$9.24K
0.06%
339
2018
Q2
$229K
Sell
1,702
-49
-3%
-$7.15K
0.06%
336
2018
Q1
$264K
Sell
1,751
-6
-0.3%
-$932
0.08%
267
2017
Q4
$253K
Buy
+1,757
New
+$243K
0.07%
285
Other funds holding PNC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
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
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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