Retirement Planning Company of New England’s PNC Financial Services PNC Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-2,311	Closed	-$358K	–	232
2023 Q4	$358K	Buy	2,311 +45	+2%	+$5.83K	0.16%	150
2023 Q3	$278K	Buy	+2,266	New	+$285K	0.15%	141
2022 Q1	–	Sell	-151	Closed	-$30K	–	707
2021 Q4	$30K	Buy	+151	New	+$30.7K	0.01%	479

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 $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Planning Company of New England's PNC Position: Q1 2024 in Review

Retirement Planning Company of New England sold out of PNC Financial Services (PNC) in Q1 2024, closing a stake of 2,311 shares — an estimated $358K sold.

Retirement Planning Company of New England first reported a position in PNC in Q4 2021 and held it in 3 quarters. The position peaked at $358K in Q4 2023. 1,524 funds tracked by Wall St. Rank hold PNC as of Q1 2024.

Retirement Planning Company of New England reported no remaining PNC Financial Services position as of Q1 2024 after selling out during the quarter.
Retirement Planning Company of New England sold 2,311 PNC Financial Services shares in Q1 2024, an estimated $358K.
Retirement Planning Company of New England first reported a position in PNC Financial Services in Q4 2021 and held it in 3 quarters.
Retirement Planning Company of New England's PNC Financial Services position peaked at $358K in Q4 2023.
1,524 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2024.

Based on Retirement Planning Company of New England's 13F filing for Q1 2024, filed 6 May 2024.