FFA
PCG icon

Freedman Financial Associates’s PG&E PCG Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-2,600
Closed -$30K – 491
2021
Q1 		$30K Hold
2,600
– – 0.02% 258
2020
Q4 		$32K Buy
+2,600
New +$29.4K 0.03% 240

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Freedman Financial Associates's PCG Position: Q2 2021 in Review

Freedman Financial Associates sold out of PG&E (PCG) in Q2 2021, closing a stake of 2,600 shares — an estimated $30K sold.

Freedman Financial Associates first reported a position in PCG in Q4 2020 and held it in 2 quarters. The position peaked at $32K in Q4 2020. 422 funds tracked by Wall St. Rank hold PCG as of Q2 2021.

  • Freedman Financial Associates reported no remaining PG&E position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 2,600 PG&E shares in Q2 2021, an estimated $30K.
  • Freedman Financial Associates first reported a position in PG&E in Q4 2020 and held it in 2 quarters.
  • Freedman Financial Associates's PG&E position peaked at $32K in Q4 2020.
  • 422 funds tracked by Wall St. Rank held PG&E as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.