Regent Peak Wealth Advisors’s PG&E PCG Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-31	Closed	–	–	736
2020 Q4	$0	Buy	+31	New	+$351	﹤0.01%	1106

Other funds holding PCG

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

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

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Regent Peak Wealth Advisors's PCG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of PG&E (PCG) in Q1 2021, closing a stake of 31 shares.

Regent Peak Wealth Advisors first reported a position in PCG in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 439 funds tracked by Wall St. Rank hold PCG as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining PG&E position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 31 PG&E shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in PG&E in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's PG&E position peaked at $0 in Q4 2020.
439 funds tracked by Wall St. Rank held PG&E as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.