Lenox Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Lenox Wealth Advisors’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	$20K	Sell	110 -17	-13%	-$3.44K	﹤0.01%	380
2021 Q4	$25K	Buy	127 +17	+15%	+$3.46K	﹤0.01%	359
2021 Q3	$22K	Hold	110	–	–	﹤0.01%	344
2021 Q2	$21K	Hold	110	–	–	﹤0.01%	351
2021 Q1	$19K	Hold	110	–	–	﹤0.01%	321
2020 Q4	$16K	Hold	110	–	–	﹤0.01%	350
2020 Q3	$12K	Hold	110	–	–	﹤0.01%	356
2020 Q2	$12K	Hold	110	–	–	﹤0.01%	359
2020 Q1	$11K	Sell	110 -7	-6%	-$940	﹤0.01%	330
2019 Q4	$19K	Buy	117 +7	+6%	+$1.05K	﹤0.01%	346
2019 Q3	$15K	Buy	+110	New	+$14.9K	﹤0.01%	328
2019 Q2	–	Sell	-21	Closed	-$3K	–	537
2019 Q1	$3K	Buy	+21	New	+$2.6K	﹤0.01%	473
2016 Q2	–	Sell	-21	Closed	-$2K	–	247
2016 Q1	$2K	Sell	21 -677	-97%	-$57.6K	﹤0.01%	226
2015 Q4	$67K	Buy	+698	New	+$64.8K	0.02%	68

Other funds holding PNC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Lenox Wealth Advisors's PNC Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its PNC Financial Services (PNC) stake by 13% in Q1 2022, selling an estimated $3.44K and leaving 110 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Lenox Wealth Advisors first reported a position in PNC in Q4 2015 and has held it in 14 quarters since. The position peaked at $67K in Q4 2015. 1,534 funds tracked by Wall St. Rank hold PNC as of Q1 2022.

Lenox Wealth Advisors held 110 shares of PNC Financial Services worth $20K as of Q1 2022.
Lenox Wealth Advisors sold 17 PNC Financial Services shares in Q1 2022, an estimated $3.44K.
PNC Financial Services made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #380 holding.
Lenox Wealth Advisors first reported a position in PNC Financial Services in Q4 2015 and has held it in 14 quarters since.
Lenox Wealth Advisors's PNC Financial Services position peaked at $67K in Q4 2015.
1,534 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.