PWP
PNC icon

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

Personal 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
2020
Q1 		– Sell
-30
Closed -$5K – 464
2019
Q4 		$5K Hold
30
– – ﹤0.01% 276
2019
Q3 		$4K Buy
+30
New +$4.07K ﹤0.01% 292

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Personal Wealth Partners's PNC Position: Q1 2020 in Review

Personal Wealth Partners sold out of PNC Financial Services (PNC) in Q1 2020, closing a stake of 30 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in PNC in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 1,140 funds tracked by Wall St. Rank hold PNC as of Q1 2020.

  • Personal Wealth Partners reported no remaining PNC Financial Services position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 30 PNC Financial Services shares in Q1 2020, an estimated $5K.
  • Personal Wealth Partners first reported a position in PNC Financial Services in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's PNC Financial Services position peaked at $5K in Q4 2019.
  • 1,140 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.