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

ShoreHaven 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
2021
Q2 		– Sell
-14
Closed -$2K – 205
2021
Q1 		$2K Hold
14
– – ﹤0.01% 260
2020
Q4 		$2K Buy
+14
New +$1.79K ﹤0.01% 227

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T. Rowe Price Associates
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ShoreHaven Wealth Partners's PNC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of PNC Financial Services (PNC) in Q2 2021, closing a stake of 14 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in PNC in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 1,391 funds tracked by Wall St. Rank hold PNC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining PNC Financial Services position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 14 PNC Financial Services shares in Q2 2021, an estimated $2K.
  • ShoreHaven Wealth Partners first reported a position in PNC Financial Services in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's PNC Financial Services position peaked at $2K in Q1 2021.
  • 1,391 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.