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Win Advisors’s PNC Financial Services PNC Stock Holding History

Win 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
-134
Closed -$20K – 156
2022
Q3 		$20K Sell
134
-64
-32% -$10.4K 0.01% 66
2022
Q2 		$32K Buy
198
+75
+61% +$12.6K 0.06% 63
2022
Q1 		$23K Buy
+123
New +$24.9K 0.01% 104

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

Win Advisors's PNC Position: Q4 2022 in Review

Win Advisors sold out of PNC Financial Services (PNC) in Q4 2022, closing a stake of 134 shares — an estimated $20K sold.

Win Advisors first reported a position in PNC in Q1 2022 and held it in 3 quarters. The position peaked at $32K in Q2 2022. 1,478 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

  • Win Advisors reported no remaining PNC Financial Services position as of Q4 2022 after selling out during the quarter.
  • Win Advisors sold 134 PNC Financial Services shares in Q4 2022, an estimated $20K.
  • Win Advisors first reported a position in PNC Financial Services in Q1 2022 and held it in 3 quarters.
  • Win Advisors's PNC Financial Services position peaked at $32K in Q2 2022.
  • 1,478 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

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