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Sargent Bickham Lagudis’s PG&E PCG Stock Holding History

Sargent Bickham Lagudis’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
2022
Q3 		– Sell
-260
Closed -$3K – 1089
2022
Q2 		$3K Hold
260
– – ﹤0.01% 876
2022
Q1 		$3K Hold
260
– – ﹤0.01% 861
2021
Q4 		$3K Buy
+260
New +$3.05K ﹤0.01% 865
2020
Q4 		– Sell
-20
Closed – – 902
2020
Q3 		$0 Hold
20
– – ﹤0.01% 825
2020
Q2 		$0 Hold
20
– – ﹤0.01% 808
2020
Q1 		$0 Buy
+20
New +$266 ﹤0.01% 876
2019
Q2 		– Sell
-415
Closed -$7K – 796
2019
Q1 		$7K Buy
+415
New +$6.71K ﹤0.01% 661
2017
Q2 		– Sell
-23
Closed -$2K – 795
2017
Q1 		$2K Hold
23
– – ﹤0.01% 704
2016
Q4 		$1K Hold
23
– – ﹤0.01% 692
2016
Q3 		$1 Buy
+23
New +$1.46K ﹤0.01% 702

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return