LFA
PCG icon

LGT Financial Advisors’s PG&E PCG Stock Holding History

LGT Financial 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
Q3 		– Sell
-1,039
Closed -$18.1K – 769
2024
Q2 		$18.1K Buy
1,039
+49
+5% +$862 0.04% 325
2024
Q1 		$16.6K Sell
990
-305
-24% -$5.11K 0.02% 398
2023
Q4 		$23.3K Hold
1,295
– – 0.03% 321
2023
Q3 		$20.9K Buy
+1,295
New +$22.3K 0.03% 331

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGT Financial Advisors's PCG Position: Q3 2024 in Review

LGT Financial Advisors sold out of PG&E (PCG) in Q3 2024, closing a stake of 1,039 shares — an estimated $18.1K sold.

LGT Financial Advisors first reported a position in PCG in Q3 2023 and held it in 4 quarters. The position peaked at $23.3K in Q4 2023. 676 funds tracked by Wall St. Rank hold PCG as of Q3 2024.

  • LGT Financial Advisors reported no remaining PG&E position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,039 PG&E shares in Q3 2024, an estimated $18.1K.
  • LGT Financial Advisors first reported a position in PG&E in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's PG&E position peaked at $23.3K in Q4 2023.
  • 676 funds tracked by Wall St. Rank held PG&E as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.