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FORA Capital’s PG&E PCG Stock Holding History

FORA Capital’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
-218,546
Closed -$4.32M – 541
2024
Q3 		$4.32M Buy
+218,546
New +$4.09M 0.51% 56
2022
Q2 		– Sell
-40,677
Closed -$492K – 625
2022
Q1 		$492K Buy
+40,677
New +$481K 0.09% 287
2021
Q1 		– Sell
-108,944
Closed -$1.36M – 1014
2020
Q4 		$1.36M Buy
+108,944
New +$1.23M 0.21% 111
2020
Q2 		– Sell
-5,497
Closed -$49K – 1208
2020
Q1 		$49K Buy
+5,497
New +$73K 0.01% 774

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