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Sutton Wealth Advisors’s PNC Financial Services PNC Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$15K Buy
122
+21
+21% +$2.64K 0.01% 399
2023
Q2 		$12.7K Sell
101
-133
-57% -$16.3K 0.01% 423
2023
Q1 		$29.7K Sell
234
-1,198
-84% -$181K 0.02% 257
2022
Q4 		$226K Sell
1,432
-61
-4% -$9.6K 0.09% 157
2022
Q3 		$223K Buy
1,493
+42
+3% +$6.8K 0.09% 159
2022
Q2 		$229K Buy
1,451
+1
+0.1% +$168 0.09% 153
2022
Q1 		$267K Buy
1,450
+15
+1% +$3.03K 0.09% 150
2021
Q4 		$288K Hold
1,435
– – 0.1% 141
2021
Q3 		$281K Hold
1,435
– – 0.1% 138
2021
Q2 		$274K Hold
1,435
– – 0.1% 141
2021
Q1 		$252K Buy
1,435
+5
+0.3% +$825 0.1% 141
2020
Q4 		$213K Buy
1,430
+12
+0.8% +$1.53K 0.09% 150
2020
Q3 		$156K Sell
1,418
-60
-4% -$6.45K 0.08% 166
2020
Q2 		$156K Sell
1,478
-72
-5% -$7.59K 0.08% 160
2020
Q1 		$148K Buy
1,550
+1
+0.1% +$134 0.09% 153
2019
Q4 		$247K Hold
1,549
– – 0.13% 129
2019
Q3 		$217K Sell
1,549
-101
-6% -$13.7K 0.12% 136
2019
Q2 		$227K Buy
1,650
+18
+1% +$2.38K 0.13% 127
2019
Q1 		$200K Buy
1,632
+11
+0.7% +$1.36K 0.12% 141
2018
Q4 		$190K Buy
1,621
+221
+16% +$28.2K 0.12% 133
2018
Q3 		$191K Hold
1,400
– – 0.12% 131
2018
Q2 		$189K Hold
1,400
– – 0.13% 130
2018
Q1 		$212K Hold
1,400
– – 0.15% 119
2017
Q4 		$202K Hold
1,400
– – 0.15% 124
2017
Q3 		$189K Hold
1,400
– – 0.14% 124
2017
Q2 		$175K Hold
1,400
– – 0.14% 130
2017
Q1 		$168K Hold
1,400
– – 0.14% 122
2016
Q4 		$164K Hold
1,400
– – 0.15% 120
2016
Q3 		$126K Hold
1,400
– – 0.12% 152
2016
Q2 		$114K Hold
1,400
– – 0.11% 162
2016
Q1 		$118K Buy
+1,400
New +$119K 0.11% 159

Other funds holding PNC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sutton Wealth Advisors's PNC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its PNC Financial Services (PNC) stake by 21% in Q3 2023, buying an estimated $2.64K and bringing the position to 122 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #399.

Sutton Wealth Advisors first reported a position in PNC in Q1 2016 and has held it in 31 quarters since. The position peaked at $288K in Q4 2021. 1,378 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

  • Sutton Wealth Advisors held 122 shares of PNC Financial Services worth $15K as of Q3 2023.
  • Sutton Wealth Advisors bought 21 PNC Financial Services shares in Q3 2023, an estimated $2.64K.
  • PNC Financial Services made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #399 holding.
  • Sutton Wealth Advisors first reported a position in PNC Financial Services in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's PNC Financial Services position peaked at $288K in Q4 2021.
  • 1,378 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.