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SFS
Sowell Financial Services’s
PG&E
PCG
Stock Holding History
Sowell Financial Services’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
Q2
–
Sell
-15,766
Closed
-$172K
–
2071
2021
Q1
$172K
Buy
15,766
+15,277
+3,124%
+$177K
0.01%
1130
2020
Q4
$6K
Hold
489
–
–
﹤0.01%
2219
2020
Q3
$5K
Sell
489
-24
-5%
-$222
﹤0.01%
2005
2020
Q2
$5K
Sell
513
-4,800
-90%
-$52.3K
﹤0.01%
1907
2020
Q1
$48K
Buy
5,313
+4,926
+1,273%
+$65.4K
﹤0.01%
1077
2019
Q4
$4K
Sell
387
-230
-37%
-$1.97K
﹤0.01%
1996
2019
Q3
$6K
Buy
+617
New
+$9.33K
﹤0.01%
1705
2017
Q1
–
Sell
-1,427
Closed
-$90K
–
493
2016
Q4
$90K
Buy
+1,427
New
+$85.5K
0.03%
279
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41.92%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
TP
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New York
$2.08B AUM
27.04%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
SSP
Sixth Street Partners
Dallas, Texas
$711M AUM
9.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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