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

NEIRG 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 Q3	–	Sell	-15,213	Closed	-$1.92M	–	91
2023 Q2	$1.92M	Sell	15,213 -23,881	-61%	-$2.92M	0.35%	61
2023 Q1	$4.97M	Buy	39,094 +2,507	+7%	+$378K	0.86%	33
2022 Q4	$5.78M	Buy	36,587 +19,852	+119%	+$3.12M	1.09%	26
2022 Q3	$2.5M	Sell	16,735 -484	-3%	-$78.4K	0.5%	57
2022 Q2	$2.72M	Buy	17,219 +765	+5%	+$128K	0.59%	47
2022 Q1	$3.04M	Sell	16,454 -1,192	-7%	-$241K	0.59%	47
2021 Q4	$3.54M	Buy	+17,646	New	+$3.59M	0.68%	39

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NEIRG Wealth Management's PNC Position: Q3 2023 in Review

NEIRG Wealth Management sold out of PNC Financial Services (PNC) in Q3 2023, closing a stake of 15,213 shares — an estimated $1.92M sold.

NEIRG Wealth Management first reported a position in PNC in Q4 2021 and held it in 7 quarters. The position peaked at $5.78M in Q4 2022. 1,379 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

NEIRG Wealth Management reported no remaining PNC Financial Services position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 15,213 PNC Financial Services shares in Q3 2023, an estimated $1.92M.
NEIRG Wealth Management first reported a position in PNC Financial Services in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's PNC Financial Services position peaked at $5.78M in Q4 2022.
1,379 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.