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

IHT 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
2024
Q4 		– Sell
-13,223
Closed -$262K – 1171
2024
Q3 		$262K Buy
+13,223
New +$247K 0.01% 966
2024
Q1 		– Sell
-10,506
Closed -$189K – 1053
2023
Q4 		$189K Buy
+10,506
New +$177K 0.01% 916
2018
Q2 		– Sell
-905
Closed -$39K – 1074
2018
Q1 		$39K Hold
905
– – 0.01% 758
2017
Q4 		$41K Sell
905
-17
-2% -$952 0.01% 754
2017
Q3 		$63K Sell
922
-23
-2% -$1.58K 0.03% 459
2017
Q2 		$11K Sell
945
-1,619
-63% -$109K 0.01% 953
2017
Q1 		$173K Sell
2,564
-542
-17% -$34.6K 0.12% 200
2016
Q4 		$188K Buy
+3,106
New +$186K 0.14% 171

Other funds holding PCG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

IHT Wealth Management's PCG Position: Q4 2024 in Review

IHT Wealth Management sold out of PG&E (PCG) in Q4 2024, closing a stake of 13,223 shares — an estimated $262K sold.

IHT Wealth Management first reported a position in PCG in Q4 2016 and held it in 8 quarters. The position peaked at $262K in Q3 2024. 733 funds tracked by Wall St. Rank hold PCG as of Q4 2024.

  • IHT Wealth Management reported no remaining PG&E position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 13,223 PG&E shares in Q4 2024, an estimated $262K.
  • IHT Wealth Management first reported a position in PG&E in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's PG&E position peaked at $262K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held PG&E as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.