Moss Adams Wealth Advisors’s PG&E PCG Stock Holding History

Moss Adams Wealth 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
2025 Q1	–	Sell	-10,274	Closed	-$207K	–	232
2024 Q4	$207K	Buy	+10,274	New	+$209K	0.02%	195

Other funds holding PCG

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Moss Adams Wealth Advisors's PCG Position: Q1 2025 in Review

Moss Adams Wealth Advisors sold out of PG&E (PCG) in Q1 2025, closing a stake of 10,274 shares — an estimated $207K sold.

Moss Adams Wealth Advisors first reported a position in PCG in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

Moss Adams Wealth Advisors reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
Moss Adams Wealth Advisors sold 10,274 PG&E shares in Q1 2025, an estimated $207K.
Moss Adams Wealth Advisors first reported a position in PG&E in Q4 2024 and held it in 1 quarter.
Moss Adams Wealth Advisors's PG&E position peaked at $207K in Q4 2024.
748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.