CWG
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Cornerstone Wealth Group’s PG&E PCG Stock Holding History

Cornerstone Wealth Group’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
Q1 		– Sell
-245,021
Closed -$3.05M – 176
2020
Q4 		$3.05M Buy
245,021
+35,496
+17% +$402K 0.75% 34
2020
Q3 		$1.97M Buy
+209,525
New +$1.94M 0.54% 61

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cornerstone Wealth Group's PCG Position: Q1 2021 in Review

Cornerstone Wealth Group sold out of PG&E (PCG) in Q1 2021, closing a stake of 245,021 shares — an estimated $3.05M sold.

Cornerstone Wealth Group first reported a position in PCG in Q3 2020 and held it in 2 quarters. The position peaked at $3.05M in Q4 2020. 438 funds tracked by Wall St. Rank hold PCG as of Q1 2021.

  • Cornerstone Wealth Group reported no remaining PG&E position as of Q1 2021 after selling out during the quarter.
  • Cornerstone Wealth Group sold 245,021 PG&E shares in Q1 2021, an estimated $3.05M.
  • Cornerstone Wealth Group first reported a position in PG&E in Q3 2020 and held it in 2 quarters.
  • Cornerstone Wealth Group's PG&E position peaked at $3.05M in Q4 2020.
  • 438 funds tracked by Wall St. Rank held PG&E as of Q1 2021.

Based on Cornerstone Wealth Group's 13F filing for Q1 2021, filed 26 Apr 2021.