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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Litman Gregory Wealth Management's PCG Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of PG&E (PCG) in Q2 2021, closing a stake of 1,162 shares — an estimated $14K sold.

Litman Gregory Wealth Management first reported a position in PCG in Q4 2018 and held it in 10 quarters. The position peaked at $32K in Q4 2018. 422 funds tracked by Wall St. Rank hold PCG as of Q2 2021.

Litman Gregory Wealth Management reported no remaining PG&E position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,162 PG&E shares in Q2 2021, an estimated $14K.
Litman Gregory Wealth Management first reported a position in PG&E in Q4 2018 and held it in 10 quarters.
Litman Gregory Wealth Management's PG&E position peaked at $32K in Q4 2018.
422 funds tracked by Wall St. Rank held PG&E as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.