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WPA
Winning Points Advisors’s
PNC Financial Services
PNC
Stock Holding History
Winning Points Advisors’s Portfolio
PNC Stock Details
PNC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-1,625
Closed
-$246K
–
52
2022
Q3
$246K
Hold
1,625
–
–
0.3%
41
2022
Q2
$256K
Hold
1,625
–
–
0.28%
45
2022
Q1
$300K
Sell
1,625
-975
-38%
-$197K
0.23%
49
2021
Q4
$357K
Buy
2,600
+975
+60%
+$198K
0.26%
52
2021
Q3
$317K
Hold
1,625
–
–
0.23%
54
2021
Q2
$310K
Hold
1,625
–
–
0.23%
50
2021
Q1
$285K
Hold
1,625
–
–
0.21%
55
2020
Q4
$242K
Buy
+1,625
New
+$208K
0.19%
54
2020
Q1
–
Sell
-2,600
Closed
-$415K
–
72
2019
Q4
$415K
Hold
2,600
–
–
0.26%
53
2019
Q3
$365K
Hold
2,600
–
–
0.26%
51
2019
Q2
$357K
Sell
2,600
-100
-4%
-$13.2K
0.26%
52
2019
Q1
$331K
Sell
2,700
-100
-4%
-$12.4K
0.26%
56
2018
Q4
$333K
Hold
2,800
–
–
0.29%
53
2018
Q3
$381K
Hold
2,800
–
–
0.28%
55
2018
Q2
$378K
Hold
2,800
–
–
0.3%
53
2018
Q1
$418K
Hold
2,800
–
–
0.34%
51
2017
Q4
$404K
Hold
2,800
–
–
0.33%
54
2017
Q3
$377K
Hold
2,800
–
–
0.32%
55
2017
Q2
$352K
Sell
2,800
-100
-3%
-$12.1K
0.34%
51
2017
Q1
$352K
Buy
2,900
+1,024
+55%
+$125K
0.34%
50
2016
Q4
$219K
Buy
+1,876
New
+$195K
0.24%
58
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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