LWA
PCG icon

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

Lenox 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
2021
Q2 		– Sell
-1
Closed – – 776
2021
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 741
2018
Q3 		– Sell
-12
Closed -$1K – 491
2018
Q2 		$1K Buy
+12
New +$520 ﹤0.01% 526
2015
Q4 		– Sell
-191
Closed -$10K – 552
2015
Q3 		$10K Hold
191
– – ﹤0.01% 184
2015
Q2 		$9K Hold
191
– – ﹤0.01% 153
2015
Q1 		$10K Hold
191
– – ﹤0.01% 162
2014
Q4 		$10K Sell
191
-157
-45% -$7.78K ﹤0.01% 168
2014
Q3 		$16K Hold
348
– – 0.01% 144
2014
Q2 		$16K Buy
348
+191
+122% +$8.66K 0.01% 121
2014
Q1 		$7K Sell
157
-80
-34% -$3.39K ﹤0.01% 149
2013
Q4 		$10K Buy
237
+80
+51% +$3.28K 0.01% 171
2013
Q3 		$6K Hold
157
– – 0.01% 150
2013
Q2 		$7K Buy
+157
New +$7.25K 0.01% 149

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return