Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s PNC Financial Services PNC Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-138
Closed -$16.9K – 386
2023
Q3 		$16.9K Buy
+138
New +$17.4K ﹤0.01% 285

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

Legacy Financial Group (Iowa)'s PNC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of PNC Financial Services (PNC) in Q4 2023, closing a stake of 138 shares — an estimated $16.9K sold.

Legacy Financial Group (Iowa) first reported a position in PNC in Q3 2023 and held it in 1 quarter. The position peaked at $16.9K in Q3 2023. 1,497 funds tracked by Wall St. Rank hold PNC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining PNC Financial Services position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 138 PNC Financial Services shares in Q4 2023, an estimated $16.9K.
  • Legacy Financial Group (Iowa) first reported a position in PNC Financial Services in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s PNC Financial Services position peaked at $16.9K in Q3 2023.
  • 1,497 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.