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Traverso Chambers Private Wealth Management’s PNC Financial Services PNC Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$546K Sell
3,528
-43
-1% -$5.57K 0.13% 71
2023
Q3 		$438K Buy
3,571
+181
+5% +$22.8K 0.12% 74
2023
Q2 		$427K Buy
+3,390
New +$414K 0.11% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Traverso Chambers Private Wealth Management's PNC Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its PNC Financial Services (PNC) stake by 1.2% in Q4 2023, selling an estimated $5.57K and leaving 3,528 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #71.

Traverso Chambers Private Wealth Management first reported a position in PNC in Q2 2023 and has held it in 3 quarters since. 1,497 funds tracked by Wall St. Rank hold PNC as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 3,528 shares of PNC Financial Services worth $546K as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 43 PNC Financial Services shares in Q4 2023, an estimated $5.57K.
  • PNC Financial Services made up 0.13% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #71 holding.
  • Traverso Chambers Private Wealth Management first reported a position in PNC Financial Services in Q2 2023 and has held it in 3 quarters since.
  • 1,497 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.