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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% 824
2020
Q2 		$0 Hold
20
– – ﹤0.01% 805
2020
Q1 		$0 Buy
+20
New +$266 ﹤0.01% 874
2019
Q2 		– Sell
-415
Closed -$7K – 796
2019
Q1 		$7K Buy
+415
New +$6.71K ﹤0.01% 661
2017
Q2 		– Sell
-23
Closed -$2K – 794
2017
Q1 		$2K Hold
23
– – ﹤0.01% 704
2016
Q4 		$1K Hold
23
– – ﹤0.01% 692
2016
Q3 		$1K 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 $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Sargent Bickham Lagudis's PCG Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of PG&E (PCG) in Q3 2022, closing a stake of 260 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in PCG in Q3 2016 and held it in 10 quarters. The position peaked at $7K in Q1 2019. 443 funds tracked by Wall St. Rank hold PCG as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining PG&E position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 260 PG&E shares in Q3 2022, an estimated $3K.
  • Sargent Bickham Lagudis first reported a position in PG&E in Q3 2016 and held it in 10 quarters.
  • Sargent Bickham Lagudis's PG&E position peaked at $7K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held PG&E as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.