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

Palumbo 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
Q4 		– Sell
-2,500
Closed -$307K – 131
2023
Q3 		$307K Buy
+2,500
New +$315K 0.17% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Palumbo Wealth Management's PNC Position: Q4 2023 in Review

Palumbo Wealth Management sold out of PNC Financial Services (PNC) in Q4 2023, closing a stake of 2,500 shares — an estimated $307K sold.

Palumbo Wealth Management first reported a position in PNC in Q3 2023 and held it in 1 quarter. The position peaked at $307K in Q3 2023. 1,497 funds tracked by Wall St. Rank hold PNC as of Q4 2023.

  • Palumbo Wealth Management reported no remaining PNC Financial Services position as of Q4 2023 after selling out during the quarter.
  • Palumbo Wealth Management sold 2,500 PNC Financial Services shares in Q4 2023, an estimated $307K.
  • Palumbo Wealth Management first reported a position in PNC Financial Services in Q3 2023 and held it in 1 quarter.
  • Palumbo Wealth Management's PNC Financial Services position peaked at $307K in Q3 2023.
  • 1,497 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2023.

Based on Palumbo Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.