APM
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Advanced Portfolio Management’s PG&E PCG Stock Holding History

Advanced Portfolio 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
2024
Q4 		– Sell
-15,475
Closed -$306K – 66
2024
Q3 		$306K Sell
15,475
-13,414
-46% -$251K 0.31% 36
2024
Q2 		$504K Hold
28,889
– – 0.33% 43
2024
Q1 		$484K Buy
+28,889
New +$484K 0.91% 29

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advanced Portfolio Management's PCG Position: Q4 2024 in Review

Advanced Portfolio Management sold out of PG&E (PCG) in Q4 2024, closing a stake of 15,475 shares — an estimated $306K sold.

Advanced Portfolio Management first reported a position in PCG in Q1 2024 and held it in 3 quarters. The position peaked at $504K in Q2 2024. 733 funds tracked by Wall St. Rank hold PCG as of Q4 2024.

  • Advanced Portfolio Management reported no remaining PG&E position as of Q4 2024 after selling out during the quarter.
  • Advanced Portfolio Management sold 15,475 PG&E shares in Q4 2024, an estimated $306K.
  • Advanced Portfolio Management first reported a position in PG&E in Q1 2024 and held it in 3 quarters.
  • Advanced Portfolio Management's PG&E position peaked at $504K in Q2 2024.
  • 733 funds tracked by Wall St. Rank held PG&E as of Q4 2024.

Based on Advanced Portfolio Management's 13F filing for Q4 2024, filed 14 Feb 2025.