LWM
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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 $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return