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WealthStone’s PNC Financial Services PNC Stock Holding History

WealthStone’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
2021
Q1 		$309K Buy
1,765
+150
+9% +$24.7K 0.11% 150
2020
Q4 		$241K Buy
+1,615
New +$206K 0.09% 174
2020
Q3 		– Sell
-2,743
Closed -$289K – 233
2020
Q2 		$289K Buy
+2,743
New +$289K 0.14% 119
2019
Q3 		– Sell
-719
Closed -$98.7K – 462
2019
Q2 		$98.7K Buy
+719
New +$95K 0.04% 142

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthStone's PNC Position: Q1 2021 in Review

WealthStone increased its PNC Financial Services (PNC) stake by 9.3% in Q1 2021, buying an estimated $24.7K and bringing the position to 1,765 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #150.

WealthStone first reported a position in PNC in Q2 2019 and has held it in 4 quarters since. 1,351 funds tracked by Wall St. Rank hold PNC as of Q1 2021.

  • WealthStone held 1,765 shares of PNC Financial Services worth $309K as of Q1 2021.
  • WealthStone bought 150 PNC Financial Services shares in Q1 2021, an estimated $24.7K.
  • PNC Financial Services made up 0.11% of WealthStone's portfolio in Q1 2021, its #150 holding.
  • WealthStone first reported a position in PNC Financial Services in Q2 2019 and has held it in 4 quarters since.
  • 1,351 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.