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

Rockwood 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
2022
Q1 		– Sell
-1,110
Closed -$223K – 114
2021
Q4 		$223K Buy
+1,110
New +$226K 0.1% 110

Other funds holding PNC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rockwood Wealth Management's PNC Position: Q1 2022 in Review

Rockwood Wealth Management sold out of PNC Financial Services (PNC) in Q1 2022, closing a stake of 1,110 shares — an estimated $223K sold.

Rockwood Wealth Management first reported a position in PNC in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 1,533 funds tracked by Wall St. Rank hold PNC as of Q1 2022.

  • Rockwood Wealth Management reported no remaining PNC Financial Services position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 1,110 PNC Financial Services shares in Q1 2022, an estimated $223K.
  • Rockwood Wealth Management first reported a position in PNC Financial Services in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's PNC Financial Services position peaked at $223K in Q4 2021.
  • 1,533 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.