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Crewe Advisors’s PG&E PCG Stock Holding History

Crewe Advisors’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
2026
Q1 		– Sell
-172
Closed -$2.77K – 1112
2025
Q4 		$2.77K Buy
+172
New +$2.75K ﹤0.01% 827
2024
Q3 		– Sell
-4,041
Closed -$70.6K – 920
2024
Q2 		$70.6K Buy
4,041
+2,863
+243% +$50.4K 0.01% 316
2024
Q1 		$19.7K Buy
+1,178
New +$19.7K ﹤0.01% 497
2023
Q3 		– Sell
-885
Closed -$15.3K – 833
2023
Q2 		$15.3K Buy
+885
New +$15K ﹤0.01% 365
2022
Q4 		– Sell
-440
Closed -$6K – 1193
2022
Q3 		$6K Buy
440
+140
+47% +$1.64K ﹤0.01% 809
2022
Q2 		$3K Buy
+300
New +$3.53K ﹤0.01% 912
2018
Q1 		– Sell
-172
Closed -$8K – 283
2017
Q4 		$8K Buy
+172
New +$9.63K 0.01% 224

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return