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

Selective 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
2021
Q3 		– Sell
-200
Closed -$38K – 609
2021
Q2 		$38K Hold
200
– – 0.03% 212
2021
Q1 		$35K Hold
200
– – 0.03% 148
2020
Q4 		$30K Hold
200
– – 0.02% 145
2020
Q3 		$22K Hold
200
– – 0.02% 149
2020
Q2 		$21K Buy
+200
New +$21.1K 0.02% 172

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Selective Wealth Management's PNC Position: Q3 2021 in Review

Selective Wealth Management sold out of PNC Financial Services (PNC) in Q3 2021, closing a stake of 200 shares — an estimated $38K sold.

Selective Wealth Management first reported a position in PNC in Q2 2020 and held it in 5 quarters. The position peaked at $38K in Q2 2021. 1,402 funds tracked by Wall St. Rank hold PNC as of Q3 2021.

  • Selective Wealth Management reported no remaining PNC Financial Services position as of Q3 2021 after selling out during the quarter.
  • Selective Wealth Management sold 200 PNC Financial Services shares in Q3 2021, an estimated $38K.
  • Selective Wealth Management first reported a position in PNC Financial Services in Q2 2020 and held it in 5 quarters.
  • Selective Wealth Management's PNC Financial Services position peaked at $38K in Q2 2021.
  • 1,402 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.