Kingswood Wealth Advisors’s PG&E PCG Stock Holding History

Kingswood Wealth Advisors’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 Q1	–	Sell	-11,937	Closed	-$215K	–	678
2023 Q4	$215K	Buy	+11,937	New	+$202K	0.02%	563

Other funds holding PCG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's PCG Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of PG&E (PCG) in Q1 2024, closing a stake of 11,937 shares — an estimated $215K sold.

Kingswood Wealth Advisors first reported a position in PCG in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 657 funds tracked by Wall St. Rank hold PCG as of Q1 2024.

Kingswood Wealth Advisors reported no remaining PG&E position as of Q1 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 11,937 PG&E shares in Q1 2024, an estimated $215K.
Kingswood Wealth Advisors first reported a position in PG&E in Q4 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's PG&E position peaked at $215K in Q4 2023.
657 funds tracked by Wall St. Rank held PG&E as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.