WT Wealth Management’s PNC Financial Services PNC Stock Holding History

WT Wealth Management’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
2023 Q3	–	Sell	-10,967	Closed	-$1.38M	–	115
2023 Q2	$1.38M	Buy	10,967 +1,324	+14%	+$162K	0.57%	48
2023 Q1	$1.23M	Buy	+9,643	New	+$1.45M	0.53%	57

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WT Wealth Management's PNC Position: Q3 2023 in Review

WT Wealth Management sold out of PNC Financial Services (PNC) in Q3 2023, closing a stake of 10,967 shares — an estimated $1.38M sold.

WT Wealth Management first reported a position in PNC in Q1 2023 and held it in 2 quarters. The position peaked at $1.38M in Q2 2023. 1,379 funds tracked by Wall St. Rank hold PNC as of Q3 2023.

WT Wealth Management reported no remaining PNC Financial Services position as of Q3 2023 after selling out during the quarter.
WT Wealth Management sold 10,967 PNC Financial Services shares in Q3 2023, an estimated $1.38M.
WT Wealth Management first reported a position in PNC Financial Services in Q1 2023 and held it in 2 quarters.
WT Wealth Management's PNC Financial Services position peaked at $1.38M in Q2 2023.
1,379 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2023.

Based on WT Wealth Management's 13F filing for Q3 2023, filed 4 Dec 2023.