Marotta Asset Management’s PNC Financial Services PNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,520
Closed -$305K 121
2021
Q4
$305K Sell
1,520
-35
-2% -$7.12K 0.07% 85
2021
Q3
$304K Hold
1,555
0.07% 82
2021
Q2
$298K Buy
1,555
+55
+4% +$10.3K 0.07% 82
2021
Q1
$266K Hold
1,500
0.07% 82
2020
Q4
$224K Buy
+1,500
New +$192K 0.06% 76
2020
Q1
Sell
-1,500
Closed -$224K 89
2019
Q4
$224K Buy
+1,500
New +$225K 0.07% 79

Other funds holding PNC

Marotta Asset Management's PNC Position: Q1 2022 in Review

Marotta Asset Management sold out of PNC Financial Services (PNC) in Q1 2022, closing a stake of 1,520 shares — an estimated $305K sold.

Marotta Asset Management first reported a position in PNC in Q4 2019 and held it in 6 quarters. The position peaked at $305K in Q4 2021. 1,532 funds tracked by Wall St. Rank hold PNC as of Q1 2022.

  • Marotta Asset Management reported no remaining PNC Financial Services position as of Q1 2022 after selling out during the quarter.
  • Marotta Asset Management sold 1,520 PNC Financial Services shares in Q1 2022, an estimated $305K.
  • Marotta Asset Management first reported a position in PNC Financial Services in Q4 2019 and held it in 6 quarters.
  • Marotta Asset Management's PNC Financial Services position peaked at $305K in Q4 2021.
  • 1,532 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2022.

Based on Marotta Asset Management's 13F filing for Q1 2022, filed 8 Apr 2022.