Point View Wealth Management’s PG&E PCG Stock Holding History

Point View 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
2020 Q4	$550K	Buy	44,162 +10,426	+31%	+$118K	0.22%	145
2020 Q3	$317K	Buy	33,736 +11,176	+50%	+$104K	0.15%	183
2020 Q2	$200K	Sell	22,560 -1,245	-5%	-$13.6K	0.1%	235
2020 Q1	$214K	Sell	23,805 -1,976	-8%	-$26.2K	0.12%	211
2019 Q4	$280K	Sell	25,781 -6,074	-19%	-$52K	0.12%	215
2019 Q3	$319K	Buy	31,855 +155	+0.5%	+$2.34K	0.14%	190
2019 Q2	$727K	Sell	31,700 -3,184	-9%	-$64K	0.31%	112
2019 Q1	$621K	Sell	34,884 -10,086	-22%	-$163K	0.28%	122
2018 Q4	$1.07M	Buy	44,970 +29,451	+190%	+$1.05M	0.54%	61
2018 Q3	$714K	Buy	15,519 +3,705	+31%	+$165K	0.32%	114
2018 Q2	$503K	Buy	11,814 +1,764	+18%	+$76.5K	0.23%	141
2018 Q1	$441K	Buy	+10,050	New	+$426K	0.21%	149

Other funds holding PCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point View Wealth Management's PCG Position: Q4 2020 in Review

Point View Wealth Management increased its PG&E (PCG) stake by 31% in Q4 2020, buying an estimated $118K and bringing the position to 44,162 shares worth $550K. The position accounts for 0.22% of the portfolio, ranked #145.

Point View Wealth Management first reported a position in PCG in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2018. 437 funds tracked by Wall St. Rank hold PCG as of Q4 2020.

Point View Wealth Management held 44,162 shares of PG&E worth $550K as of Q4 2020.
Point View Wealth Management bought 10,426 PG&E shares in Q4 2020, an estimated $118K.
PG&E made up 0.22% of Point View Wealth Management's portfolio in Q4 2020, its #145 holding.
Point View Wealth Management first reported a position in PG&E in Q1 2018 and has held it in 12 quarters since.
Point View Wealth Management's PG&E position peaked at $1.07M in Q4 2018.
437 funds tracked by Wall St. Rank held PG&E as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.