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Investment Research & Advisory Group’s PG&E PCG Stock Holding History

Investment Research & Advisory Group’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
-250
Closed -$4.03K – 234
2023
Q3 		$4.03K Buy
+250
New +$4.3K ﹤0.01% 175

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

Investment Research & Advisory Group's PCG Position: Q4 2023 in Review

Investment Research & Advisory Group sold out of PG&E (PCG) in Q4 2023, closing a stake of 250 shares — an estimated $4.03K sold.

Investment Research & Advisory Group first reported a position in PCG in Q3 2023 and held it in 1 quarter. The position peaked at $4.03K in Q3 2023. 634 funds tracked by Wall St. Rank hold PCG as of Q4 2023.

  • Investment Research & Advisory Group reported no remaining PG&E position as of Q4 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 250 PG&E shares in Q4 2023, an estimated $4.03K.
  • Investment Research & Advisory Group first reported a position in PG&E in Q3 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's PG&E position peaked at $4.03K in Q3 2023.
  • 634 funds tracked by Wall St. Rank held PG&E as of Q4 2023.

Based on Investment Research & Advisory Group's 13F filing for Q4 2023, filed 18 Jan 2024.