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Buckingham Strategic Wealth’s PG&E PCG Stock Holding History

Buckingham Strategic Wealth’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 		$489K Buy
28,021
+13,643
+95% +$240K 0.01% 470
2024
Q1 		$241K Sell
14,378
-89
-0.6% -$1.49K ﹤0.01% 654
2023
Q4 		$261K Buy
14,467
+21
+0.1% +$355 ﹤0.01% 605
2023
Q3 		$233K Buy
14,446
+46
+0.3% +$791 ﹤0.01% 593
2023
Q2 		$249K Sell
14,400
-1,865
-11% -$31.6K ﹤0.01% 573
2023
Q1 		$264K Hold
16,265
– – ﹤0.01% 506
2022
Q4 		$264K Buy
16,265
+31
+0.2% +$469 ﹤0.01% 508
2022
Q3 		$203K Sell
16,234
-591
-4% -$6.92K ﹤0.01% 552
2022
Q2 		$168K Buy
16,825
+1,951
+13% +$22.9K ﹤0.01% 566
2022
Q1 		$178K Buy
14,874
+190
+1% +$2.25K ﹤0.01% 572
2021
Q4 		$178K Sell
14,684
-69
-0.5% -$808 ﹤0.01% 571
2021
Q3 		$142K Buy
+14,753
New +$139K ﹤0.01% 572

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return