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

Lineweaver 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
2023
Q3 		– Sell
-4,059
Closed -$512K – 144
2023
Q2 		$512K Buy
4,059
+705
+21% +$86.2K 0.15% 84
2023
Q1 		$426K Buy
3,354
+819
+32% +$123K 0.13% 90
2022
Q4 		$401K Buy
2,535
+71
+3% +$11.2K 0.12% 90
2022
Q3 		$370K Buy
2,464
+690
+39% +$112K 0.12% 97
2022
Q2 		$279K Buy
1,774
+481
+37% +$80.6K 0.09% 107
2022
Q1 		$238K Buy
+1,293
New +$261K 0.07% 127

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lineweaver Wealth Advisors's PNC Position: Q3 2023 in Review

Lineweaver Wealth Advisors sold out of PNC Financial Services (PNC) in Q3 2023, closing a stake of 4,059 shares — an estimated $512K sold.

Lineweaver Wealth Advisors first reported a position in PNC in Q1 2022 and held it in 6 quarters. The position peaked at $512K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

  • Lineweaver Wealth Advisors reported no remaining PNC Financial Services position as of Q3 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,059 PNC Financial Services shares in Q3 2023, an estimated $512K.
  • Lineweaver Wealth Advisors first reported a position in PNC Financial Services in Q1 2022 and held it in 6 quarters.
  • Lineweaver Wealth Advisors's PNC Financial Services position peaked at $512K in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.