FTDI
PCG icon

First Trust Direct Indexing’s PG&E PCG Stock Holding History

First Trust Direct Indexing’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
-37,885
Closed -$749K – 652
2024
Q3 		$749K Buy
37,885
+3,682
+11% +$68.9K 0.04% 436
2024
Q2 		$597K Buy
34,203
+4,271
+14% +$75.2K 0.04% 455
2024
Q1 		$502K Sell
29,932
-5,984
-17% -$100K 0.04% 468
2023
Q4 		$648K Buy
35,916
+8,774
+32% +$148K 0.06% 374
2023
Q3 		$438K Buy
27,142
+3,299
+14% +$56.7K 0.05% 427
2023
Q2 		$412K Buy
23,843
+1,795
+8% +$30.4K 0.05% 463
2023
Q1 		$357K Buy
22,048
+10,223
+86% +$162K 0.04% 490
2022
Q4 		$192K Buy
+11,825
New +$179K 0.03% 633

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return