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

Liberty 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
2021
Q4 		– Sell
-36
Closed -$8K – 849
2021
Q3 		$8K Buy
36
+18
+100% +$3.4K ﹤0.01% 873
2021
Q2 		$3K Sell
18
-291
-94% -$54.6K ﹤0.01% 876
2021
Q1 		$45K Hold
309
– – 0.02% 297
2020
Q4 		$45K Buy
309
+75
+32% +$9.58K 0.02% 294
2020
Q3 		$26K Sell
234
-46
-16% -$4.95K 0.02% 359
2020
Q2 		$29K Buy
280
+5
+2% +$527 0.02% 325
2020
Q1 		$26K Sell
275
-69
-20% -$9.27K 0.02% 313
2019
Q4 		$55K Buy
344
+112
+48% +$16.8K 0.04% 228
2019
Q3 		$33K Buy
232
+123
+113% +$16.7K 0.03% 310
2019
Q2 		$15K Buy
109
+7
+7% +$925 0.01% 455
2019
Q1 		$12K Buy
102
+12
+13% +$1.49K 0.01% 413
2018
Q4 		$10K Buy
+90
New +$11.5K 0.01% 432

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Liberty Wealth Management's PNC Position: Q4 2021 in Review

Liberty Wealth Management sold out of PNC Financial Services (PNC) in Q4 2021, closing a stake of 36 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in PNC in Q4 2018 and held it in 12 quarters. The position peaked at $55K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold PNC as of Q4 2021.

  • Liberty Wealth Management reported no remaining PNC Financial Services position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 36 PNC Financial Services shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in PNC Financial Services in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's PNC Financial Services position peaked at $55K in Q4 2019.
  • 1,506 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.