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Wetzel Investment Advisors’s PNC Financial Services PNC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-255
Closed -$41.2K – 690
2024
Q2 		$41.2K Sell
255
-175
-41% -$27.1K 0.02% 259
2024
Q1 		$63.6K Hold
430
– – 0.04% 224
2023
Q4 		$67K Buy
+430
New +$55.7K 0.04% 223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's PNC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of PNC Financial Services (PNC) in Q3 2024, closing a stake of 255 shares — an estimated $41.2K sold.

Wetzel Investment Advisors first reported a position in PNC in Q4 2023 and held it in 3 quarters. The position peaked at $67K in Q4 2023. 1,569 funds tracked by Wall St. Rank hold PNC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining PNC Financial Services position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 255 PNC Financial Services shares in Q3 2024, an estimated $41.2K.
  • Wetzel Investment Advisors first reported a position in PNC Financial Services in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's PNC Financial Services position peaked at $67K in Q4 2023.
  • 1,569 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.