AWM
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Accel Wealth Management’s PG&E PCG Stock Holding History

Accel Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-106
Closed -$1.71K – 655
2023
Q1 		$1.71K Hold
106
– – ﹤0.01% 1117
2022
Q4 		$1.72K Hold
106
– – ﹤0.01% 919
2022
Q3 		$2K Hold
106
– – ﹤0.01% 936
2022
Q2 		$1K Hold
106
– – ﹤0.01% 970
2022
Q1 		$1K Hold
106
– – ﹤0.01% 911
2021
Q4 		$1K Hold
106
– – ﹤0.01% 909
2021
Q3 		$1K Hold
106
– – ﹤0.01% 807
2021
Q2 		$1K Hold
106
– – ﹤0.01% 885
2021
Q1 		$1K Hold
106
– – ﹤0.01% 850
2020
Q4 		$1K Buy
+106
New +$1.2K ﹤0.01% 814

Other funds holding PCG

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return