MTWM
PNC icon

Masso Torrence Wealth Management’s PNC Financial Services PNC Stock Holding History

Masso Torrence 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
2023
Q1 		– Sell
-1,435
Closed -$227K – 94
2022
Q4 		$227K Buy
+1,435
New +$226K 0.18% 79
2022
Q1 		– Sell
-307
Closed -$62K – 282
2021
Q4 		$62K Buy
+307
New +$62.5K 0.04% 137

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Masso Torrence Wealth Management's PNC Position: Q1 2023 in Review

Masso Torrence Wealth Management sold out of PNC Financial Services (PNC) in Q1 2023, closing a stake of 1,435 shares — an estimated $227K sold.

Masso Torrence Wealth Management first reported a position in PNC in Q4 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2022. 1,417 funds tracked by Wall St. Rank hold PNC as of Q1 2023.

  • Masso Torrence Wealth Management reported no remaining PNC Financial Services position as of Q1 2023 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,435 PNC Financial Services shares in Q1 2023, an estimated $227K.
  • Masso Torrence Wealth Management first reported a position in PNC Financial Services in Q4 2021 and held it in 2 quarters.
  • Masso Torrence Wealth Management's PNC Financial Services position peaked at $227K in Q4 2022.
  • 1,417 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.