Concord Wealth Partners’s PG&E PCG Stock Holding History

Concord Wealth Partners’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	-229	Closed	-$4.53K	–	970
2024 Q3	$4.53K	Buy	+229	New	+$4.29K	﹤0.01%	652

Other funds holding PCG

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Concord Wealth Partners's PCG Position: Q4 2024 in Review

Concord Wealth Partners sold out of PG&E (PCG) in Q4 2024, closing a stake of 229 shares — an estimated $4.53K sold.

Concord Wealth Partners first reported a position in PCG in Q3 2024 and held it in 1 quarter. The position peaked at $4.53K in Q3 2024. 733 funds tracked by Wall St. Rank hold PCG as of Q4 2024.

Concord Wealth Partners reported no remaining PG&E position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 229 PG&E shares in Q4 2024, an estimated $4.53K.
Concord Wealth Partners first reported a position in PG&E in Q3 2024 and held it in 1 quarter.
Concord Wealth Partners's PG&E position peaked at $4.53K in Q3 2024.
733 funds tracked by Wall St. Rank held PG&E as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.