Graves Light Lenhart Wealth’s PG&E PCG Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-25	Closed	–	–	457
2022 Q2	$0	Hold	25	–	–	﹤0.01%	675
2022 Q1	$0	Hold	25	–	–	﹤0.01%	731
2021 Q4	$0	Hold	25	–	–	﹤0.01%	765
2021 Q3	$0	Hold	25	–	–	﹤0.01%	758
2021 Q2	$0	Hold	25	–	–	﹤0.01%	740
2021 Q1	$0	Buy	+25	New	+$290	﹤0.01%	736

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Graves Light Lenhart Wealth's PCG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of PG&E (PCG) in Q3 2022, closing a stake of 25 shares.

Graves Light Lenhart Wealth first reported a position in PCG in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 442 funds tracked by Wall St. Rank hold PCG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining PG&E position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 25 PG&E shares in Q3 2022.
Graves Light Lenhart Wealth first reported a position in PG&E in Q1 2021 and held it in 6 quarters.
Graves Light Lenhart Wealth's PG&E position peaked at $0 in Q2 2022.
442 funds tracked by Wall St. Rank held PG&E as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.