Aviso Wealth Management’s PG&E PCG Stock Holding History

Aviso 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
2024 Q2	–	Sell	-21,893	Closed	-$367K	–	154
2024 Q1	$367K	Sell	21,893 -41,498	-65%	-$696K	0.23%	102
2023 Q4	$1.14M	Buy	+63,391	New	+$1.07M	0.83%	30

Other funds holding PCG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Aviso Wealth Management's PCG Position: Q2 2024 in Review

Aviso Wealth Management sold out of PG&E (PCG) in Q2 2024, closing a stake of 21,893 shares — an estimated $367K sold.

Aviso Wealth Management first reported a position in PCG in Q4 2023 and held it in 2 quarters. The position peaked at $1.14M in Q4 2023. 659 funds tracked by Wall St. Rank hold PCG as of Q2 2024.

Aviso Wealth Management reported no remaining PG&E position as of Q2 2024 after selling out during the quarter.
Aviso Wealth Management sold 21,893 PG&E shares in Q2 2024, an estimated $367K.
Aviso Wealth Management first reported a position in PG&E in Q4 2023 and held it in 2 quarters.
Aviso Wealth Management's PG&E position peaked at $1.14M in Q4 2023.
659 funds tracked by Wall St. Rank held PG&E as of Q2 2024.

Based on Aviso Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.