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

WCG 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
2022
Q4 		– Sell
-5,957
Closed -$903K – 248
2022
Q3 		$903K Sell
5,957
-181
-3% -$29.3K 0.12% 135
2022
Q2 		$968K Buy
+6,138
New +$1.03M 0.13% 122

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCG Wealth Advisors's PNC Position: Q4 2022 in Review

WCG Wealth Advisors sold out of PNC Financial Services (PNC) in Q4 2022, closing a stake of 5,957 shares — an estimated $903K sold.

WCG Wealth Advisors first reported a position in PNC in Q2 2022 and held it in 2 quarters. The position peaked at $968K in Q2 2022. 1,478 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

  • WCG Wealth Advisors reported no remaining PNC Financial Services position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 5,957 PNC Financial Services shares in Q4 2022, an estimated $903K.
  • WCG Wealth Advisors first reported a position in PNC Financial Services in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's PNC Financial Services position peaked at $968K in Q2 2022.
  • 1,478 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.