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Pacific Capital Wealth Advisors’s PG&E PCG Stock Holding History

Pacific Capital 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
-2,610
Closed -$52.7K – 290
2024
Q4 		$52.7K Hold
2,610
– – 0.01% 145
2024
Q3 		$51.6K Hold
2,610
– – 0.01% 152
2024
Q2 		$45.6K Hold
2,610
– – 0.01% 158
2024
Q1 		$43.7K Hold
2,610
– – 0.01% 146
2023
Q4 		$47.1K Buy
+2,610
New +$44.1K 0.01% 138
2020
Q4 		– Sell
-2,610
Closed -$25K – 155
2020
Q3 		$25K Buy
+2,610
New +$24.2K 0.01% 136

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pacific Capital Wealth Advisors's PCG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of PG&E (PCG) in Q1 2025, closing a stake of 2,610 shares — an estimated $52.7K sold.

Pacific Capital Wealth Advisors first reported a position in PCG in Q3 2020 and held it in 6 quarters. The position peaked at $52.7K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 2,610 PG&E shares in Q1 2025, an estimated $52.7K.
  • Pacific Capital Wealth Advisors first reported a position in PG&E in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's PG&E position peaked at $52.7K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.