LWM
PNC icon

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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return