IPW
PCG icon

Impact Partnership Wealth’s PG&E PCG Stock Holding History

Impact Partnership 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
2023
Q4 		– Sell
-120
Closed -$1.94K – 1028
2023
Q3 		$1.94K Sell
120
-20,252
-99% -$348K ﹤0.01% 838
2023
Q2 		$352K Buy
+20,372
New +$345K 0.12% 110

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Impact Partnership Wealth's PCG Position: Q4 2023 in Review

Impact Partnership Wealth sold out of PG&E (PCG) in Q4 2023, closing a stake of 120 shares — an estimated $1.94K sold.

Impact Partnership Wealth first reported a position in PCG in Q2 2023 and held it in 2 quarters. The position peaked at $352K in Q2 2023. 634 funds tracked by Wall St. Rank hold PCG as of Q4 2023.

  • Impact Partnership Wealth reported no remaining PG&E position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 120 PG&E shares in Q4 2023, an estimated $1.94K.
  • Impact Partnership Wealth first reported a position in PG&E in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's PG&E position peaked at $352K in Q2 2023.
  • 634 funds tracked by Wall St. Rank held PG&E as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.