WealthSource Partners’s PNC Financial Services PNC Stock Holding History

WealthSource 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
2022 Q2	–	Sell	-1,254	Closed	-$231K	–	581
2022 Q1	$231K	Buy	1,254 +3	+0.2%	+$606	0.02%	515
2021 Q4	$251K	Buy	1,251 +3	+0.2%	+$611	0.02%	476
2021 Q3	$244K	Sell	1,248 -402	-24%	-$75.9K	0.02%	443
2021 Q2	$315K	Buy	1,650 +94	+6%	+$17.6K	0.03%	355
2021 Q1	$273K	Buy	+1,556	New	+$257K	0.03%	350
2020 Q2	–	Sell	-2,451	Closed	-$235K	–	379
2020 Q1	$235K	Sell	2,451 -528	-18%	-$70.9K	0.04%	276
2019 Q4	$476K	Sell	2,979 -258	-8%	-$38.7K	0.06%	241
2019 Q3	$454K	Buy	3,237 +528	+19%	+$71.6K	0.07%	257
2019 Q2	$372K	Buy	+2,709	New	+$358K	0.06%	291

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthSource Partners's PNC Position: Q2 2022 in Review

WealthSource Partners sold out of PNC Financial Services (PNC) in Q2 2022, closing a stake of 1,254 shares — an estimated $231K sold.

WealthSource Partners first reported a position in PNC in Q2 2019 and held it in 9 quarters. The position peaked at $476K in Q4 2019. 1,418 funds tracked by Wall St. Rank hold PNC as of Q2 2022.

WealthSource Partners reported no remaining PNC Financial Services position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 1,254 PNC Financial Services shares in Q2 2022, an estimated $231K.
WealthSource Partners first reported a position in PNC Financial Services in Q2 2019 and held it in 9 quarters.
WealthSource Partners's PNC Financial Services position peaked at $476K in Q4 2019.
1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.