O'Donnell Financial Services’s PG&E PCG Stock Holding History

O'Donnell Financial Services’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
2024 Q2	–	Sell	-30,633	Closed	-$513K	–	39
2024 Q1	$513K	Buy	+30,633	New	+$513K	0.24%	29

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

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

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

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

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

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

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

O'Donnell Financial Services's PCG Position: Q2 2024 in Review

O'Donnell Financial Services sold out of PG&E (PCG) in Q2 2024, closing a stake of 30,633 shares — an estimated $513K sold.

O'Donnell Financial Services first reported a position in PCG in Q1 2024 and held it in 1 quarter. The position peaked at $513K in Q1 2024. 659 funds tracked by Wall St. Rank hold PCG as of Q2 2024.

O'Donnell Financial Services reported no remaining PG&E position as of Q2 2024 after selling out during the quarter.
O'Donnell Financial Services sold 30,633 PG&E shares in Q2 2024, an estimated $513K.
O'Donnell Financial Services first reported a position in PG&E in Q1 2024 and held it in 1 quarter.
O'Donnell Financial Services's PG&E position peaked at $513K in Q1 2024.
659 funds tracked by Wall St. Rank held PG&E as of Q2 2024.

Based on O'Donnell Financial Services's 13F filing for Q2 2024, filed 30 Jul 2024.