FWM
PCG icon

Focused Wealth Management’s PG&E PCG Stock Holding History

Focused Wealth Management’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
2023
Q1 		– Sell
-50
Closed -$813 – 1140
2022
Q4 		$813 Buy
+50
New +$756 ﹤0.01% 897
2021
Q2 		– Sell
-7,100
Closed -$83K – 1026
2021
Q1 		$83K Hold
7,100
– – 0.01% 303
2020
Q4 		$88K Sell
7,100
-6,300
-47% -$71.3K 0.02% 286
2020
Q3 		$126K Buy
+13,400
New +$124K 0.03% 201
2018
Q1 		– Sell
-2,400
Closed -$108K – 744
2017
Q4 		$108K Buy
+2,400
New +$134K 0.03% 224
2017
Q3 		– Sell
-2,400
Closed -$159K – 718
2017
Q2 		$159K Buy
+2,400
New +$162K 0.06% 174

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return