Joseph P. Lucia & Associates’s PG&E PCG Stock Holding History

Joseph P. Lucia & 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 Q1	–	Sell	-180	Closed	-$2K	–	601
2020 Q4	$2K	Buy	+180	New	+$2.04K	﹤0.01%	450

Other funds holding PCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Joseph P. Lucia & Associates's PCG Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of PG&E (PCG) in Q1 2021, closing a stake of 180 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in PCG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 439 funds tracked by Wall St. Rank hold PCG as of Q1 2021.

Joseph P. Lucia & Associates reported no remaining PG&E position as of Q1 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 180 PG&E shares in Q1 2021, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in PG&E in Q4 2020 and held it in 1 quarter.
Joseph P. Lucia & Associates's PG&E position peaked at $2K in Q4 2020.
439 funds tracked by Wall St. Rank held PG&E as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.