Smith & Howard Wealth Management’s PNC Financial Services PNC Stock Holding History

Smith & Howard 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
2020 Q1	–	Sell	-2,477	Closed	-$395K	–	85
2019 Q4	$395K	Buy	2,477 +19	+0.8%	+$2.85K	0.13%	51
2019 Q3	$345K	Buy	2,458 +171	+7%	+$23.2K	0.14%	49
2019 Q2	$314K	Sell	2,287 -222	-9%	-$29.3K	0.13%	43
2019 Q1	$308K	Sell	2,509 -26	-1%	-$3.22K	0.15%	39
2018 Q4	$296K	Buy	+2,535	New	+$324K	0.16%	40

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Smith & Howard Wealth Management's PNC Position: Q1 2020 in Review

Smith & Howard Wealth Management sold out of PNC Financial Services (PNC) in Q1 2020, closing a stake of 2,477 shares — an estimated $395K sold.

Smith & Howard Wealth Management first reported a position in PNC in Q4 2018 and held it in 5 quarters. The position peaked at $395K in Q4 2019. 1,140 funds tracked by Wall St. Rank hold PNC as of Q1 2020.

Smith & Howard Wealth Management reported no remaining PNC Financial Services position as of Q1 2020 after selling out during the quarter.
Smith & Howard Wealth Management sold 2,477 PNC Financial Services shares in Q1 2020, an estimated $395K.
Smith & Howard Wealth Management first reported a position in PNC Financial Services in Q4 2018 and held it in 5 quarters.
Smith & Howard Wealth Management's PNC Financial Services position peaked at $395K in Q4 2019.
1,140 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.