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Litman Gregory Wealth Management’s PG&E PCG Stock Holding History

Litman Gregory 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
Q2 		– Sell
-1,162
Closed -$14K – 152
2021
Q1 		$14K Hold
1,162
– – ﹤0.01% 146
2020
Q4 		$14K Hold
1,162
– – ﹤0.01% 146
2020
Q3 		$11K Hold
1,162
– – ﹤0.01% 143
2020
Q2 		$10K Hold
1,162
– – ﹤0.01% 134
2020
Q1 		$10K Hold
1,162
– – ﹤0.01% 121
2019
Q4 		$13K Hold
1,162
– – ﹤0.01% 140
2019
Q3 		$12K Hold
1,162
– – ﹤0.01% 133
2019
Q2 		$27K Hold
1,162
– – 0.01% 121
2019
Q1 		$21K Sell
1,162
-200
-15% -$3.23K 0.01% 89
2018
Q4 		$32K Buy
+1,362
New +$48.7K 0.01% 83

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