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Liberty Wealth Management’s PG&E PCG Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-3,394
Closed -$33K – 826
2021
Q3 		$33K Buy
3,394
+2,550
+302% +$24.1K 0.01% 514
2021
Q2 		$9K Sell
844
-37
-4% -$397 ﹤0.01% 684
2021
Q1 		$10K Hold
881
– – ﹤0.01% 601
2020
Q4 		$10K Buy
881
+37
+4% +$419 ﹤0.01% 594
2020
Q3 		$8K Sell
844
-156
-16% -$1.45K ﹤0.01% 558
2020
Q2 		$9K Buy
1,000
+256
+34% +$2.79K 0.01% 517
2020
Q1 		$7K Hold
744
– – 0.01% 521
2019
Q4 		$8K Hold
744
– – 0.01% 593
2019
Q3 		$7K Sell
744
-1,278
-63% -$19.3K 0.01% 593
2019
Q2 		$46K Buy
2,022
+1,806
+836% +$36.3K 0.04% 258
2019
Q1 		$3K Sell
216
-182
-46% -$2.94K ﹤0.01% 600
2018
Q4 		$9K Buy
+398
New +$14.2K 0.01% 451

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Liberty Wealth Management's PCG Position: Q4 2021 in Review

Liberty Wealth Management sold out of PG&E (PCG) in Q4 2021, closing a stake of 3,394 shares — an estimated $33K sold.

Liberty Wealth Management first reported a position in PCG in Q4 2018 and held it in 12 quarters. The position peaked at $46K in Q2 2019. 432 funds tracked by Wall St. Rank hold PCG as of Q4 2021.

  • Liberty Wealth Management reported no remaining PG&E position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,394 PG&E shares in Q4 2021, an estimated $33K.
  • Liberty Wealth Management first reported a position in PG&E in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's PG&E position peaked at $46K in Q2 2019.
  • 432 funds tracked by Wall St. Rank held PG&E as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.