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

One 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
2024 Q2	–	Sell	-2,185	Closed	-$353K	–	257
2024 Q1	$353K	Sell	2,185 -77	-3%	-$11.6K	0.06%	167
2023 Q4	$350K	Sell	2,262 -20	-0.9%	-$2.59K	0.07%	139
2023 Q3	$280K	Buy	+2,282	New	+$287K	0.06%	145
2023 Q1	–	Sell	-190	Closed	-$30K	–	489
2022 Q4	$30K	Buy	+190	New	+$29.9K	0.01%	478
2021 Q3	–	Sell	-1,728	Closed	-$330K	–	229
2021 Q2	$330K	Buy	1,728 +40	+2%	+$7.51K	0.1%	111
2021 Q1	$296K	Buy	+1,688	New	+$278K	0.11%	107
2019 Q2	–	Sell	-150	Closed	-$18K	–	384
2019 Q1	$18K	Buy	+150	New	+$18.6K	0.01%	276
2018 Q4	–	Sell	-150	Closed	-$20K	–	378
2018 Q3	$20K	Hold	150	–	–	0.02%	320
2018 Q2	$20K	Hold	150	–	–	0.02%	311
2018 Q1	$23K	Sell	150 -1,258	-89%	-$195K	0.02%	293
2017 Q4	$204K	Buy	+1,408	New	+$195K	0.17%	103

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

One Wealth Advisors's PNC Position: Q2 2024 in Review

One Wealth Advisors sold out of PNC Financial Services (PNC) in Q2 2024, closing a stake of 2,185 shares — an estimated $353K sold.

One Wealth Advisors first reported a position in PNC in Q4 2017 and held it in 11 quarters. The position peaked at $353K in Q1 2024. 1,541 funds tracked by Wall St. Rank hold PNC as of Q2 2024.

One Wealth Advisors reported no remaining PNC Financial Services position as of Q2 2024 after selling out during the quarter.
One Wealth Advisors sold 2,185 PNC Financial Services shares in Q2 2024, an estimated $353K.
One Wealth Advisors first reported a position in PNC Financial Services in Q4 2017 and held it in 11 quarters.
One Wealth Advisors's PNC Financial Services position peaked at $353K in Q1 2024.
1,541 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.