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Private Wealth Advisors (Pennsylvania)’s PNC Financial Services PNC Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$3.87M Sell
25,979
-887
-3% -$113K 2.21% 11
2020
Q3 		$2.95M Sell
26,866
-2,027
-7% -$218K 1.89% 14
2020
Q2 		$3.04M Buy
28,893
+11
+0% +$1.16K 2.08% 12
2020
Q1 		$2.97M Buy
28,882
+1,486
+5% +$200K 2.26% 12
2019
Q4 		$4.1M Sell
27,396
-2,125
-7% -$319K 2.19% 10
2019
Q3 		$4.14M Sell
29,521
-10,891
-27% -$1.48M 2.11% 10
2019
Q2 		$5.55M Buy
40,412
+209
+0.5% +$27.6K 1.97% 12
2019
Q1 		$4.93M Buy
40,203
+942
+2% +$117K 1.84% 13
2018
Q4 		$4.59M Buy
39,261
+369
+0.9% +$47.1K 1.99% 11
2018
Q3 		$5.3M Sell
38,892
-42
-0.1% -$5.97K 1.96% 10
2018
Q2 		$5.26M Sell
38,934
-180
-0.5% -$26.3K 2.1% 10
2018
Q1 		$5.92M Sell
39,114
-131
-0.3% -$20.3K 2.37% 10
2017
Q4 		$5.66M Sell
39,245
-506
-1% -$69.9K 2.19% 10
2017
Q3 		$5.36M Sell
39,751
-699
-2% -$89.7K 2.2% 10
2017
Q2 		$5.05M Sell
40,450
-327
-0.8% -$39.4K 2.16% 10
2017
Q1 		$4.9M Sell
40,777
-1,988
-5% -$244K 2.2% 10
2016
Q4 		$5M Sell
42,765
-464
-1% -$48.2K 2.32% 9
2016
Q3 		$3.9M Buy
43,229
+426
+1% +$36.6K 1.85% 14
2016
Q2 		$3.48M Buy
42,803
+13,393
+46% +$1.15M 1.71% 18
2016
Q1 		$2.49M Buy
29,410
+1,810
+7% +$154K 1.32% 22
2015
Q4 		$2.63M Sell
27,600
-1,111
-4% -$103K 1.48% 19
2015
Q3 		$2.56M Sell
28,711
-1,396
-5% -$131K 1.28% 21
2015
Q2 		$2.88M Buy
30,107
+46
+0.2% +$4.35K 1.31% 22
2015
Q1 		$2.8M Sell
30,061
-88
-0.3% -$7.95K 1.31% 24
2014
Q4 		$2.75M Buy
30,149
+118
+0.4% +$10.2K 1.33% 24
2014
Q3 		$2.57M Sell
30,031
-492
-2% -$41.8K 1.35% 21
2014
Q2 		$2.72M Buy
30,523
+369
+1% +$31.5K 1.39% 18
2014
Q1 		$2.62M Sell
30,154
-102
-0.3% -$8.32K 1.43% 19
2013
Q4 		$2.35M Sell
30,256
-1,826
-6% -$137K 1.28% 23
2013
Q3 		$2.32M Sell
32,082
-106
-0.3% -$7.91K 1.37% 21
2013
Q2 		$2.35M Buy
+32,188
New +$2.23M 1.46% 17

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s PNC Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its PNC Financial Services (PNC) stake by 3.3% in Q4 2020, selling an estimated $113K and leaving 25,979 shares worth $3.87M. The position accounts for 2.21% of the portfolio, ranked #11.

Private Wealth Advisors (Pennsylvania) first reported a position in PNC in Q2 2013 and has held it in 31 quarters since. The position peaked at $5.92M in Q1 2018. 1,297 funds tracked by Wall St. Rank hold PNC as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 25,979 shares of PNC Financial Services worth $3.87M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 887 PNC Financial Services shares in Q4 2020, an estimated $113K.
  • PNC Financial Services made up 2.21% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #11 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in PNC Financial Services in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s PNC Financial Services position peaked at $5.92M in Q1 2018.
  • 1,297 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.