Optimum Investment Advisors’s PNC Financial Services PNC Stock Holding History

Optimum Investment 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
2023 Q2	–	Sell	-20	Closed	-$2.54K	–	750
2023 Q1	$2.54K	Hold	20	–	–	﹤0.01%	663
2022 Q4	$3.16K	Hold	20	–	–	﹤0.01%	659
2022 Q3	$3K	Buy	+20	New	+$3.24K	﹤0.01%	700
2020 Q4	–	Sell	-128	Closed	-$14K	–	932
2020 Q3	$14K	Hold	128	–	–	﹤0.01%	652
2020 Q2	$13K	Buy	128 +86	+205%	+$9.06K	﹤0.01%	662
2020 Q1	$4K	Sell	42 -86	-67%	-$11.6K	﹤0.01%	777
2019 Q4	$20K	Sell	128 -39	-23%	-$5.86K	0.01%	671
2019 Q3	$23K	Buy	167 +39	+30%	+$5.29K	0.01%	660
2019 Q2	$18K	Hold	128	–	–	0.01%	699
2019 Q1	$16K	Hold	128	–	–	0.01%	731
2018 Q4	$15K	Hold	128	–	–	0.01%	698
2018 Q3	$17K	Hold	128	–	–	﹤0.01%	766
2018 Q2	$17K	Hold	128	–	–	﹤0.01%	767
2018 Q1	$19K	Buy	+128	New	+$19.9K	0.01%	717
2015 Q1	$116K	Sell	1,249 -100	-7%	-$9.03K	0.04%	354
2014 Q4	$123K	Sell	1,349 -51	-4%	-$4.42K	0.04%	335
2014 Q3	$120K	Hold	1,400	–	–	0.04%	326
2014 Q2	$125K	Hold	1,400	–	–	0.04%	323
2014 Q1	$122K	Hold	1,400	–	–	0.05%	278
2013 Q4	$109K	Hold	1,400	–	–	0.04%	285
2013 Q3	$101K	Buy	+1,400	New	+$105K	0.04%	278

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Optimum Investment Advisors's PNC Position: Q2 2023 in Review

Optimum Investment Advisors sold out of PNC Financial Services (PNC) in Q2 2023, closing a stake of 20 shares — an estimated $2.54K sold.

Optimum Investment Advisors first reported a position in PNC in Q3 2013 and held it in 21 quarters. The position peaked at $125K in Q2 2014. 1,388 funds tracked by Wall St. Rank hold PNC as of Q2 2023.

Optimum Investment Advisors reported no remaining PNC Financial Services position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 20 PNC Financial Services shares in Q2 2023, an estimated $2.54K.
Optimum Investment Advisors first reported a position in PNC Financial Services in Q3 2013 and held it in 21 quarters.
Optimum Investment Advisors's PNC Financial Services position peaked at $125K in Q2 2014.
1,388 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.