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Planned Solutions’s PG&E PCG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-2,076
Closed -$41K – 476
2024
Q3 		$41K Buy
+2,076
New +$38.8K 0.02% 322
2024
Q1 		– Sell
-2,076
Closed -$37.4K – 408
2023
Q4 		$37.4K Buy
+2,076
New +$35.1K 0.02% 313
2021
Q1 		– Sell
-98
Closed -$1K – 301
2020
Q4 		$1K Hold
98
– – ﹤0.01% 454
2020
Q3 		$1K Buy
+98
New +$908 ﹤0.01% 328

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Planned Solutions's PCG Position: Q4 2024 in Review

Planned Solutions sold out of PG&E (PCG) in Q4 2024, closing a stake of 2,076 shares — an estimated $41K sold.

Planned Solutions first reported a position in PCG in Q3 2020 and held it in 4 quarters. The position peaked at $41K in Q3 2024. 733 funds tracked by Wall St. Rank hold PCG as of Q4 2024.

  • Planned Solutions reported no remaining PG&E position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,076 PG&E shares in Q4 2024, an estimated $41K.
  • Planned Solutions first reported a position in PG&E in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's PG&E position peaked at $41K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held PG&E as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.