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Obermeyer Wealth Partners’s PNC Financial Services PNC Stock Holding History

Obermeyer Wealth Partners’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
-2,861
Closed -$452K – 233
2022
Q4 		$452K Sell
2,861
-1,189
-29% -$187K 0.03% 122
2022
Q3 		$605K Buy
+4,050
New +$656K 0.05% 93
2013
Q3 		– Sell
-1,300
Closed -$95K – 219
2013
Q2 		$95K Buy
+1,300
New +$90K 0.03% 83

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

Obermeyer Wealth Partners's PNC Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of PNC Financial Services (PNC) in Q1 2023, closing a stake of 2,861 shares — an estimated $452K sold.

Obermeyer Wealth Partners first reported a position in PNC in Q2 2013 and held it in 3 quarters. The position peaked at $605K in Q3 2022. 1,417 funds tracked by Wall St. Rank hold PNC as of Q1 2023.

  • Obermeyer Wealth Partners reported no remaining PNC Financial Services position as of Q1 2023 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,861 PNC Financial Services shares in Q1 2023, an estimated $452K.
  • Obermeyer Wealth Partners first reported a position in PNC Financial Services in Q2 2013 and held it in 3 quarters.
  • Obermeyer Wealth Partners's PNC Financial Services position peaked at $605K in Q3 2022.
  • 1,417 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.