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Coppell Advisory Solutions’s PG&E PCG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-825
Closed -$16.6K – 1411
2024
Q4 		$16.6K Buy
825
+810
+5,400% +$16.5K ﹤0.01% 937
2024
Q3 		$297 Hold
15
– – ﹤0.01% 1700
2024
Q2 		$262 Buy
+15
New +$264 ﹤0.01% 1634
2023
Q4 		$270 Sell
15
-18
-55% -$304 ﹤0.01% 1580
2023
Q3 		$537 Buy
33
+18
+120% +$309 ﹤0.01% 1006
2023
Q2 		$256 Buy
+15
New +$254 ﹤0.01% 1299
2023
Q1 		– Sell
-33
Closed -$537 – 804
2022
Q4 		$537 Buy
+33
New +$499 ﹤0.01% 1012

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return