TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
PNC holding history
PNC Financial Services Group, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PNC overviewAll 13F holders of PNCFull Q4 2024 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −4,749−100.0% | Sold out | Holders |
| Q1 2022 | 4,749 | $876.0K | 0.2% | +161+3.5% | Added | Holders |
| Q4 2021 | 4,588 | $920.0K | 0.2% | −82−1.8% | Reduced | Holders |
| Q3 2021 | 4,670 | $914.0K | 0.2% | +10.0% | Added | Holders |
| Q2 2021 | 4,669 | $891.0K | 0.2% | +4,669 | New | Holders |