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Wealthspire Advisors (Maryland)’s PNC Financial Services PNC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$593K Buy
5,396
+409
+8% +$44K 0.02% 239
2020
Q2 		$525K Sell
4,987
-465
-9% -$49K 0.04% 250
2020
Q1 		$522K Sell
5,452
-953
-15% -$128K 0.05% 225
2019
Q4 		$1.02M Buy
6,405
+530
+9% +$79.6K 0.07% 166
2019
Q3 		$823K Buy
5,875
+1,131
+24% +$153K 0.06% 171
2019
Q2 		$651K Buy
4,744
+106
+2% +$14K 0.05% 211
2019
Q1 		$569K Sell
4,638
-2,129
-31% -$264K 0.04% 233
2018
Q4 		$791K Buy
6,767
+35
+0.5% +$4.47K 0.07% 144
2018
Q3 		$917K Sell
6,732
-96
-1% -$13.6K 0.08% 150
2018
Q2 		$922K Sell
6,828
-15
-0.2% -$2.19K 0.08% 137
2018
Q1 		$1.03M Sell
6,843
-892
-12% -$139K 0.1% 130
2017
Q4 		$1.12M Buy
7,735
+562
+8% +$77.7K 0.11% 126
2017
Q3 		$967K Sell
7,173
-80
-1% -$10.3K 0.11% 138
2017
Q2 		$906K Buy
7,253
+1,235
+21% +$149K 0.11% 129
2017
Q1 		$724K Buy
6,018
+22
+0.4% +$2.69K 0.1% 128
2016
Q4 		$701K Buy
5,996
+855
+17% +$88.9K 0.1% 130
2016
Q3 		$463K Sell
5,141
-125
-2% -$10.7K 0.07% 183
2016
Q2 		$429K Buy
5,266
+159
+3% +$13.7K 0.07% 189
2016
Q1 		$432K Sell
5,107
-602
-11% -$51.3K 0.08% 179
2015
Q4 		$544K Buy
+5,709
New +$530K 0.1% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PNC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its PNC Financial Services (PNC) stake by 8.2% in Q3 2020, buying an estimated $44K and bringing the position to 5,396 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #239.

Wealthspire Advisors (Maryland) first reported a position in PNC in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.12M in Q4 2017. 1,163 funds tracked by Wall St. Rank hold PNC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,396 shares of PNC Financial Services worth $593K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 409 PNC Financial Services shares in Q3 2020, an estimated $44K.
  • PNC Financial Services made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #239 holding.
  • Wealthspire Advisors (Maryland) first reported a position in PNC Financial Services in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s PNC Financial Services position peaked at $1.12M in Q4 2017.
  • 1,163 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.