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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Accel Wealth Management's PCG Position: Q2 2023 in Review

Accel Wealth Management sold out of PG&E (PCG) in Q2 2023, closing a stake of 106 shares — an estimated $1.71K sold.

Accel Wealth Management first reported a position in PCG in Q4 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 558 funds tracked by Wall St. Rank hold PCG as of Q2 2023.

Accel Wealth Management reported no remaining PG&E position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 106 PG&E shares in Q2 2023, an estimated $1.71K.
Accel Wealth Management first reported a position in PG&E in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's PG&E position peaked at $2K in Q3 2022.
558 funds tracked by Wall St. Rank held PG&E as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.