Atwood & Palmer’s PG&E PCG Stock Holding History

Atwood & Palmer’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
2021 Q2	–	Sell	-1,000	Closed	-$12K	–	442
2021 Q1	$12K	Buy	+1,000	New	+$11.6K	﹤0.01%	340
2015 Q1	–	Sell	-134	Closed	-$8K	–	340
2014 Q4	$8K	Hold	134	–	–	﹤0.01%	316
2014 Q3	$6K	Buy	+134	New	+$6.16K	﹤0.01%	338

Other funds holding PCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

Atwood & Palmer's PCG Position: Q2 2021 in Review

Atwood & Palmer sold out of PG&E (PCG) in Q2 2021, closing a stake of 1,000 shares — an estimated $12K sold.

Atwood & Palmer first reported a position in PCG in Q3 2014 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 421 funds tracked by Wall St. Rank hold PCG as of Q2 2021.

Atwood & Palmer reported no remaining PG&E position as of Q2 2021 after selling out during the quarter.
Atwood & Palmer sold 1,000 PG&E shares in Q2 2021, an estimated $12K.
Atwood & Palmer first reported a position in PG&E in Q3 2014 and held it in 3 quarters.
Atwood & Palmer's PG&E position peaked at $12K in Q1 2021.
421 funds tracked by Wall St. Rank held PG&E as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.